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Showing 11 - 20 of 39 results for "Apogee Financial Planning"

ASIC calls on NAB to improve disclosure

JAMIE WILLIAMSON  |  FRIDAY, 7 JUL 2017
... adviser, the advice licensee and the investments suggested. ASIC investigated NAB, Godfrey Pembroke, Apogee Financial Planning, GWM Adviser Services, Meritum Financial Group, and JBWere, with the non-disclosure resulting from a failure to update template ...

Apogee partners with CoreData to improve client experience

ALEX BURKE  |  THURSDAY, 6 AUG 2015
NAB-aligned licensee Apogee Financial Planning has partnered with CoreData to survey client experience across all of its advice practices, new general manager Brendan Johnson said. Speaking to Financial Standard, Johnson explained that working with ...

Executive appointment round-up

STAFF WRITER  |  FRIDAY, 3 JUL 2015
... and New Zealand. NAB Wealth appoints Apogee GM - Brendan Johnson has been appointed general manager of Apogee Financial Planning. BNP appoints Australia head of asset services - Ian Rae has been appointed to BNP Paribas' newly-created role of head of ...

NAB Wealth appoints Apogee GM

DARREN SNYDER  |  TUESDAY, 30 JUN 2015
The new general manager of Apogee Financial Planning will be Brendan Johnson, NAB Wealth confirmed today. Johnson brings 17 years of experience across financial planning, practice management and compliance fields. Since joining MLC in 2002, Johnson ...

AMP's ipac Financial Planning wins group of the year award

LAURA MILLAN  |  WEDNESDAY, 30 APR 2014
... the ratings of consumers who were in the market for financial advice. Fortnum Financial Advisers and Apogee Financial Planning received Highly Commended accolades, while Synchron and MLC/Garvan were Commended. The ratings include seven benchmark categories ...

Bombora signs first partner, signals more expansion

ALICE URIBE  |  WEDNESDAY, 11 SEP 2013
... been key drivers of industry interest in the new enterprise." Handley was the former general manager of Apogee Financial planning and left at the beginning of 2012 after 20 years with the company. CRA was founded in 1998 with a head office in Melbourne ...

MLC dealer group the best: CoreData

BEN COLLINS  |  MONDAY, 21 JAN 2013
... five years. After completing a shadow-shopping exercise, research group CoreData said that MLC-aligned Apogee Financial Planning had again won its Financial Advisory Group of the Year award. "CoreData's research shows customers value honesty and transparency ...

FoFA readiness is all about client engagement: MLC

MARK SMITH  |  FRIDAY, 18 JAN 2013
... responded favourably to the transparent discussion they are having about fees. MLC-aligned dealer group Apogee Financial Planning has been named by CoreData as its Financial Advisory Group of the Year for the third time in five years. "CoreData's research ...

MLC: FOFA support hub sees strong response

ELISE BURGESS  |  WEDNESDAY, 28 MAR 2012
... site with MLC planning more updates. The site currently offers MLC's adviser networks Godfrey Pembroke, Apogee Financial Planning, Garvan Financial Planning, MLC Financial Planning and NAB Financial Planning an overview of the FOFA regulations and a ...

Niche and insto licensees to rule by 2020

ELISE BURGESS  |  TUESDAY, 25 OCT 2011
... Evans, group managing director, Professional Investment Services (PIS). Wayne Handley, general manager, Apogee Financial Planning, said a predicted radical decline in adviser numbers, from 20,000 down to 7,000, was bound to occur due to the current industry ...