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Showing 121 - 130 of 154 results for "Godfrey"

Investors demand 'transactional' advice

ELISE BURGESS  |  FRIDAY, 15 OCT 2010
... financial planner as opposed to the conventional lifelong relationship approach. Matthew Harrington, principle consultant of Godfrey Pembroke, said there is a "bolt on - bolt off" style that has developed in SMSFs that requires a distinct transactional ...

AFA announces Rising Star nominees

ELISE BURGESS  |  WEDNESDAY, 13 OCT 2010
... A, Michael Batten - Batten Financial Services (QLD) A, Mark Rattigan - Merideon Wealth Strategies (WA) A, Paul Trosti - Godfrey Pembroke (NSW) A, Christopher Jones - RETIREINVEST (QLD) The winner will be announced at the AFA National Conference later ...

MLC planning arms complete fee-for-service move

MICHAEL HOBBS  |  THURSDAY, 1 JUL 2010
... fee-for-service basis. The move affects more than 600 financial planners across the three businesses. These businesses join Godfrey Pembroke, which moved to a fee for service model in October 2006. NAB Financial Planning introduced the remuneration structure ...

Planners gain insto help with fee for service

COMPANY RELEASE  |  FRIDAY, 4 JUN 2010
... switching practices away from commissions on investments and superannuation in 2006. Since then, MLC has moved planners from Godfrey Pembroke and NAB Financial Planning to a fee for service model. Garvan, Apogee and MLC Financial Planning are expected ...

FPA chief to champion planner needs

MICHAEL HOBBS  |  THURSDAY, 27 MAY 2010
... 1990s and helped roll out Asgard's technology platform, AdviserNET (now AdviserNETgain). He was then hired to head up Godfrey Pembroke, where he moved the group to a fee-for-service model. "We wanted to differentiate ourselves. We could see it was the ...

MLC appoints Bleakley as external director

PRESS RELEASE  |  WEDNESDAY, 12 MAY 2010
... Millenium 3, Financial Services Partners and ING Financial Planning. This board oversees the financial planning networks of Godfrey Pembroke, Garvan Financial Planning, MLC Financial Planning, Apogee Financial Planning and NAB Financial Planning. This ...

FPA appoints Rantall to top job

MICHAEL HOBBS  |  WEDNESDAY, 5 MAY 2010
The Financial Planning Association (FPA) has appointed former Godfrey Pembroke managing director, Mark Rantall, as chief executive. Rantall worked at NAB-owned Godfrey Pembroke between 2003 and 2008 where he helped the dealer group transition more than ...

Can fee-for-service insurance advice work?

MICHELLE BALTAZAR  |  MONDAY, 12 APR 2010
... but two planning groups show that it can work for certain segments of the market. This month, MLC-owned planning group Godfrey Pembroke announced it will drop commissions-based insurance advice in favour of fee for service. Tom Reddacliff, Godfrey Pembroke's ...

Planning firm to drop commission-based insurance advice

MICHELLE BALTAZAR  |  WEDNESDAY, 7 APR 2010
NAB-owned planning group Godfrey Pembroke has set in motion a strategy that will switch all of its planners out of providing commission-based advice on insurance and mortgages. The decision goes against common practice in the planning industry of maintaining ...

K2 wins dealer group mandates

MICHAEL HOBBS  |  TUESDAY, 30 MAR 2010
... Asset Management, said Asgard added the K2 Australian fund to its platform and also received 'good support' from MLC's Godfrey Pembroke. The K2 Australian fund returned more than 38 per cent for the year to February and nearly 15 per cent since inception ...