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Showing 11 - 20 of 54 results for %22Apogee Financial Planning%22

Down but not out: Top advisers adapt

ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... CountPlus - lost 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 ...

MLC transforms advice business

KARREN VERGARA  |  THURSDAY, 15 AUG 2019
... advisory firm 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. ...

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

HARRISON WORLEY  |  TUESDAY, 12 MAR 2019
... payments are due for completion by the end of this 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 ...

ASIC permanently bans former Apogee adviser

KARREN VERGARA  |  TUESDAY, 18 DEC 2018
A former Apogee Financial Planning representative has been permanently banned from providing financial advice after ASIC found he illegally took $1.4 million from superannuation accounts. ASIC's investigation of Ahmed Saad found he engaged in dishonest ...

ASIC takes further action against MyPlanner

JAMIE WILLIAMSON  |  WEDNESDAY, 20 DEC 2017
... December 2012 to May 2013 he was licensed through Millennium3, and from June 2012 to December 2012 with Apogee Financial Planning. He is also a member of the Association of Financial Advisers.

NAB advice GM departs in wealth restructure

ALEX BURKE  |  THURSDAY, 30 NOV 2017
... that, he was 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 ...

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 ...

NAB Wealth Advice hires growth manager

MARK SMITH  |  FRIDAY, 4 DEC 2015
... integral role in the evolution of our business." NAB Wealth Advice Partnerships operates five aligned licensee businesses - Apogee, Meritum, MLC Financial Planning, Garvan and Godfrey Pembroke - and includes more than 600 self-employed advice businesses ...

PROFILE: NAB Financial Planning general manager Paul Fog

ALEX BURKE  |  MONDAY, 23 NOV 2015
... the suites are set up - all of that is defined in this model, which is different to what happens when we have a Garvan or Apogee or Godfrey Pembroke, where are a lot of those decisions are upon the individuals to determine branding and customer experience." ...

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 ...