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Showing 11 - 20 of 33 results for "Meritum"

Adviser banned for five years

ELIZA BAVIN  |  TUESDAY, 26 MAY 2020
... from December 2012 to January 2013. He was 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 ...

MLC launches new advice business

JAMIE WILLIAMSON  |  MONDAY, 25 MAY 2020
MLC has introduced a new advice business to the market, retiring the Apogee, Garvan and Meritum brands and appointing a general manager to lead the venture. Following on from the announcement in August last year that Apogee, Garvan and Meritum would ...

MLC waives licensee fees, delays dealer group transitions

JAMIE WILLIAMSON  |  WEDNESDAY, 1 APR 2020
... provide support to clients during unprecedented uncertainty. It has also delayed the transition of advisers from Apogee and Meritum. In an internal update yesterday, MLC Wealth chief executive Geoff Lloyd informed advisers of five elements of additional ...

MLC Wealth hunts new talent

JAMIE WILLIAMSON  |  TUESDAY, 27 AUG 2019
... consolidating its aligned dealer groups. Godfrey Pembroke will operate for high-net-worth clients, while the Garvan, Apogee and Meritum brands will be retired and a new community of self-employed advisers developed. The group is also exiting its franchise ...

Down but not out: Top advisers adapt

ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... 74. Godfrey Pembroke dropped 40 advisers in the six months and MLC Wealth has now said it will consolidate the Apogee, Meritum and Garvan licensees, indicating further possible exits. Meanwhile, NAB itself dropped 32 advisers, to bring its total to 478 ...

MLC transforms advice business

KARREN VERGARA  |  THURSDAY, 15 AUG 2019
... Godfrey Pembroke, as well as a new combined group of advice businesses previously aligned with the Garvan, Apogee and Meritum brands. The group will exit the self-employed franchise models of MLC Advice Stores and NAB Financial Planning. A simpler pricing ...

Banks, ASIC still at war over fees-for-no-service

HARRISON WORLEY  |  TUESDAY, 12 MAR 2019
... year, while the review and remediation programs of Apogee Financial Planning, Godfrey Pembroke, GWM Adviser Services and Meritum Financial Group are expected to finish by the end of 2020. JB Were has not advised ASIC of when it will complete its review ...

NAB advice GM departs in wealth restructure

ALEX BURKE  |  THURSDAY, 30 NOV 2017
... general manager of MLC Direct and MLC Advice Solutions. He has also served as a director of Apogee Financial Planning, Meritum Financial Planning, Godfrey Pembroke and JBWere. Commenting on Miller's departure, NAB chief customer officer of consumer banking ...

ASIC calls on NAB to improve disclosure

JAMIE WILLIAMSON  |  FRIDAY, 7 JUL 2017
... 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 documents due to a process ...

New GM for Meritum

KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
NAB-aligned Meritum Financial Group has appointment a new general manager. Stephen Poole, who is currently manager of business growth for NAB and MLC's advice partnerships in Queensland, will take on the role. Prior to joining NAB he was chief executive ...