{"id":7944,"date":"2010-10-06T09:10:11","date_gmt":"2010-10-05T22:10:11","guid":{"rendered":"https:\/\/riskinfo.com.au\/news\/?p=7944"},"modified":"2020-02-06T08:12:24","modified_gmt":"2020-02-05T21:12:24","slug":"count-acquires-tfsa","status":"publish","type":"post","link":"https:\/\/riskinfo.com.au\/news\/2010\/10\/06\/count-acquires-tfsa\/","title":{"rendered":"Count Acquires TFSA"},"content":{"rendered":"<p>Countplus, a wholly owned subsidiary of <a href=\"http:\/\/countfinancial.com.au\/default.asp\" target=\"_blank\" rel=\"noopener noreferrer\">Count Financial<\/a>,\u00a0has announced the acquisition of dealer group <a href=\"http:\/\/www.tfsa.com.au\/\" target=\"_blank\" rel=\"noopener noreferrer\">Total Financial Solutions<\/a> (TFSA).<\/p>\n<p>This acquisition adds a complementary element to the Countplus financial planning\u00a0business, given TFSA is largely a risk-focused dealer group.<\/p>\n<p><!--more--><\/p>\n<h6>\u00a0&#8230; one of the benefits of the acquisition includes a life insurance referral agreement<\/h6>\n<p>According to the release announcing the acquisition, &#8216;&#8230; one of the benefits of the acquisition includes a life insurance referral agreement to provide specialist advice to clients of Count&#8217;s network of approx 750 advisers.&#8217;<\/p>\n<p>Countplus believes this referral agreement to provide specialist risk advice for clients of Count advisers, together with the Australian underinsurance factor, should assist TFSA in its future growth objectives.<\/p>\n<p>TFSA has confirmed that its\u00a0CEO, <strong>Phillip Aris<\/strong>, will be the CEO of the new firm and that all current staff have been transferred to the new group in their current positions.<\/p>\n<p>The dealer\u00a0will be\u00a0 independently managed and have its own Board of Directors.<\/p>\n<p>TFSA has 70 plus authorised representatives located across Australia,\u00a0has around $1 billion in funds under management, and brings with it arrangements with platform provider, Oasis.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Countplus, a wholly owned subsidiary of Count Financial,\u00a0has announced the acquisition of dealer group Total Financial Solutions (TFSA). This acquisition adds a complementary element to the Countplus financial planning\u00a0business, given TFSA is largely a risk-focused dealer group.<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[48,6],"tags":[],"class_list":["post-7944","post","type-post","status-publish","format-standard","category-company-news","category-dealer-groups"],"_links":{"self":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/7944","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/comments?post=7944"}],"version-history":[{"count":0,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/7944\/revisions"}],"wp:attachment":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media?parent=7944"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/categories?post=7944"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/tags?post=7944"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}