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Showing 31 - 40 of 368 results for %22NAB Financial Planning%22

VFMC chief joins ING board

KANIKA SOOD  |  FRIDAY, 2 OCT 2020
... non-executive director on ING Australia's board on September 21. She has 30 years of experience with senior executive roles at NAB, MLC, Plum Financial Services and AXA. Gray started her second term as chief executive of VFMC in February 2019, in an ...

Advice group flees MLC after IOOF takeover

ANNABELLE DICKSON  |  TUESDAY, 1 SEP 2020
... be more expensive for HFM but it is more aligned with their business. "We have given this decision extensive thought after NAB proposed the changes in 2018. We have in our opinion made ours in what we think will be best for our clients. We are not being ...

MLC Wealth appoints chair

ELIZA BAVIN  |  TUESDAY, 2 JUN 2020
... named independent non-executive chair of MLC Wealth. Robert Coombe has been named to take on the role, effective 1 July 2020. NAB chair Philip Chronican said the appointment to the board of National Wealth Management Services Limited (NWMSL), the head ...

Adviser banned for five years

ELIZA BAVIN  |  TUESDAY, 26 MAY 2020
... with Chubb Insurance Australia from January 2013 to June 2013, followed by Meritum Financial Group, which is also owned by NAB, from September 2013 to October 2013. His longest stint was at Spectrum Wealth Advisers from December 2013 to June 2018, where ...

MLC launches new advice business

JAMIE WILLIAMSON  |  MONDAY, 25 MAY 2020
... GWM Adviser Services. It will stand alongside Godfrey Pembroke, MLC Connect and salaried adviser business NAB Financial Planning, which will soon be rebranded to MLC Advice. According to an MLC spokesperson, there is currently 81 advisers attached to ...

Former licensee head in new role

JAMIE WILLIAMSON  |  WEDNESDAY, 6 MAY 2020
... working across Westpac and BT Financial Group. He has also previously held roles with Macquarie, AMP, AXA and NAB Financial Planning. MLC also confirmed the appointment of Cristian Zanetti as head of advice experience centre, Sydney and central advice. ...

NAB remediation bill grows

ELIZABETH MCARTHUR  |  MONDAY, 20 APR 2020
... relates to additional provisions required for existing remediation matters. Adviser service fees charged by NAB Financial Planning salaried advisers were highlighted by the bank as a driver of remediation costs. The assumed refund rate for these customers ...

MLC waives licensee fees, delays dealer group transitions

JAMIE WILLIAMSON  |  WEDNESDAY, 1 APR 2020
... suffering financial stress or hardship, Lloyd encouraged them to contact their licensee head to discuss options for support; "NAB is very much open for business and we can connect you to the right people." The group is also offering wellbeing support ...

Why remediation jobs aren't short-term

ELIZABETH MCARTHUR  |  TUESDAY, 24 MAR 2020
... of the big banks have boosted their remediation teams significantly in the last year, with ANZ's growing by 50% and the NAB team ballooning to 950 people. Remediation work can actually be rewarding, Bogg said. "Remediation advisers can make a real ...

Stanford Brown hires Deloitte director, acquires firm

KANIKA SOOD  |  WEDNESDAY, 4 MAR 2020
... December announced the acquisition of one such firm from Godfrey Penbroke. World Square Financial Services was founded by former NAB Private Bank financial adviser Robert Wiggins, and specialises in advising high net worth clients and families.