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Showing 11 - 20 of 61 results for "MLC Advice"

IOOF posts $143.5m loss for FY21

KANIKA SOOD  |  THURSDAY, 26 AUG 2021
... to hit break-even run-rate by FY22 end for ANZ AL (current underlying NPAT of $19.2 million) and by end of FY24 for MLC Advice (UNPAT of $71.9 million). IOOF chief executive Renato Mota said the company will not chase scale necessarily, despite recent ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... is. IOOF splits its advice stable into three categories. Shadforth Financial Group, Bridges Financial Services and MLC Advice service high-net-worth clients. The self-employed segment comprises RI Advice, Millennium3, Lonsdale and Consultum Financial ...

MLC GM joins dealer group

ELIZABETH MCARTHUR  |  TUESDAY, 20 APR 2021
The former general manager of MLC Financial Planning and the MLC advice network has jumped to a dealer group aligned with a real estate agent. Wealth Market, which is associated with Ray White and Loan Market, has appointed Jasia Fabig as national practice ...

MLC exec to lead fintech

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
A former MLC advice executive has joined fintech Intelliflo to lead the Australian business in a newly created role. Intelliflo will welcome Geoff Rogers to expand the firm's presence in the local wealth management market on June 14. Rogers has been ...

MLC Life appoints retail general manager

KANIKA SOOD  |  MONDAY, 8 MAR 2021
... appointment. In his most recent role, he was the general manager of advice partnerships with responsibility for leading MLC Advice licensees. "I am thrilled to be joining MLC Life Insurance. I've a long-standing admiration for this iconic Australian ...

Investment Trends hires head of strategy

KARREN VERGARA  |  THURSDAY, 4 FEB 2021
... intermediary research. Andrew Tunny joins the Sydney-based research firm having recently worked as a state manager for MLC Advice partnerships. Tunny joined MLC in 2006 and moved on to parent company NAB, working in senior roles across insurance and ...

Dealer service provider adds former MLC advice firm

KANIKA SOOD  |  WEDNESDAY, 2 DEC 2020
ClearView's LaVista Licensee Solutions is adding a former MLC Financial Planning firm. LaVista will provide licensee services to Sydney-based Investorplan. "I get a lot of confidence knowing that LaVista leverages the back-office resources and infrastructure ...

Another MLC advice firm exits group

KARREN VERGARA  |  TUESDAY, 6 OCT 2020
A former MLC-licensed financial advice firm has left the dealer group following the IOOF takeover to join FYG Planners Group. Queensland-based Designing Financial Solutions (DFS), led by principal and financial planner Kevin Redfearn, is now operating ...

MLC general manager departs

ELIZABETH MCARTHUR  |  MONDAY, 29 JUN 2020
... confirmed Michael Downey left his role with the business last week. Taking to LinkedIn, Downey said he is confident the MLC advice business is set up for success in the years ahead. "I'd like to think our teams have always advocated for advice, our advice ...

MLC launches new advice business

JAMIE WILLIAMSON  |  MONDAY, 25 MAY 2020
... 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 Apogee, 206 with Garvan and 35 with Meritum. ...