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Showing 1 - 10 of 32 results for "GWM Adviser Services"

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
... (11), also received a high number of complaints. RI Advice Group (10), and Hillross Financial Services (10), GWM Adviser Services (9), and Millennium 3 Financial Services (6) also received several complaints, as did Synchronised Business Services (6) ...

Adviser who faked signatures sentenced in court

CHLOE WALKER  |  MONDAY, 16 JAN 2023
... falsified documents between February 2010 and December 2018, while he was an authorised representative of GWM Adviser Services and Interprac Financial Planning. In sentencing Nguyen, Magistrate Nitschke said: "It is a serious matter to falsify company ...

Former adviser charged over faked books

CHLOE WALKER  |  TUESDAY, 28 JUN 2022
... financial planning and advice business, Financial Wealth Advisers. During this time, Nguyen was licensed by GWM Adviser Services and Interprac Financial Planning. It is further claimed that Nguyen inserted signatures and dates and altered documents relating ...

NAB tops bad advice compensation bill

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... have not. According to ASIC's latest compensation tally, Apogee Financial Planning, Godfrey Pembroke, GWM Adviser Services, and Meritum Financial Group, which are now part of IOOF, expect to remediate affected customers by September. Bad advice emanating ...

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... part of the newly merged IOOF group. It comprises brands like TenFifty (previously Meritum Financial Group, GWM Adviser Services and Apogee Financial Planning) and Godfrey Pembroke, which were part of MLC. Other IOOF-owned licensees ended the period ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... Financial Planning. MLC brands that moved over - TenFifty (previously consisted of Meritum Financial Group, GWM Adviser Services and Apogee Financial Planning) and Godfrey Pembroke - remain as is. IOOF splits its advice stable into three categories. ...

FirstChoice dominates platform market

KARREN VERGARA  |  THURSDAY, 29 APR 2021
... using its functionalities, followed by AMP Flexible Lifetime with 5969 users. Over the course of 12 months, GWM Adviser Services welcomed the highest number of advisers of 173 but lost 164. AMP Financial Planning lost 389 advisers but added 50 new re ...

Adviser numbers at five-year low

KARREN VERGARA  |  FRIDAY, 23 APR 2021
... licensee, followed by AMP Financial Planning, Morgans, Synchron and Charter. Over the course of 12 months, GWM Adviser Services welcomed the highest number of advisers of 173 but lost 164. AMP Financial Planning lost a whopping 389 but added 50 new advisers. ...

Almost 3000 advisers gone in 2020

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... appears to have been the biggest winner of the many moves. The data shows it picked up 66 financial advisers. GWM Adviser Services gained the next most, likely as a result of MLC's advice transformation, followed by Interprac Financial Planning which ...

Fastest-growing AFSLs in the country

KANIKA SOOD  |  FRIDAY, 30 OCT 2020
... a net drop. Together, these advisers looked after about $932 billion in assets. Fastest-growing licensees GWM Adviser Services picked up the most new adviser registrations in the period at 191. However 155 registrations ceased, meaning its total adviser ...
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