Lambert ends role at Count Financial
The founder of Count Financial, Barry Lambert, finally departed his role with the company on Monday.
Count was acquired by the Commonwealth Bank in 2011 and Lambert thereafter remained involved with the accountancy-based dealer he founded in 1980.
However he confirmed to Money Management that his involvement with Count had ended on Monday and that this had occurred precisely 50 years after he joined the Commonwealth Bank in Taree in 1964.
Lambert said that while he had ended his formal involvement with Count Financial he remained chairman of Countplus and Class Super.
"I will remain as chairman of Countplus for the time being, primarily working on the new aggregation model currently known as C+2," he said.
However he signaled that once both Countplus and Class Super ultimately listed on the Australian Securities Exchange (ASX) it was likely he would stand aside.
AUTHOR
Staff Writer
Recommended for you
Sequoia Financial Group has announced it is selling off its Informed Investor subsidiary which it acquired in April 2022.
Wealth Data has examined which advice business model has seen the most growth since the start of the year including those that offer holistic advice.
Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved.
With only one-quarter of advice practices actively seeking feedback from clients, the Financial Advice Association Australia has emphasised why this is a critical tool for client retention.
