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Showing 11 - 20 of 43 results for %22Garvan Financial Planning%22

NAB Wealth appoints head of partnerships

LAURA MILLAN  |  MONDAY, 6 JUL 2015
NAB Wealth has appointed the Garvan and MLC Financial Planning general manager to a newly-created role, head of partnerships development. James Meade, who has headed the two National Australia Bank (NAB) financial planning licensees, will now work on ...

NAB searching for Godfrey Pembroke GM replacement

LAURA MILLAN  |  MONDAY, 13 APR 2015
... Data. Prior to heading Godfrey Pembroke, Allen was state manager of advice solutions for New South Wales at NAB-owned MLC, Garvan and Appogee Financial Planning. He also had roles at ANZ Financial Planning and BT Financial Group.

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

LAURA MILLAN  |  WEDNESDAY, 30 APR 2014
... 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: assurances, compliance, quality, understanding, intention ...

MLC appoints new GM of advice groups

JAMES FERNYHOUGH  |  MONDAY, 24 MAR 2014
... oversee MLC's aligned advice dealerships, including Apogee, MLC Financial Planning, Godfrey Pembroke, Garvan Financial Planning and Meritum. Smith leaves MLC after less than a year in the role, though he has been with NAB/MLC since last century. He leaves ...

MLC: FOFA support hub sees strong response

ELISE BURGESS  |  WEDNESDAY, 28 MAR 2012
... 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 timeline and MLC's view of potential ...

MLC creates licensee relationship manager roles to support adviser network

CLAIRE MCGREAL  |  TUESDAY, 18 OCT 2011
... numerous licensee and MLC services. They'll also provide timely information and responses to all practices within the MLC, Garvan and Apogee Financial Planning licensees, working alongside practice development managers and practice management coordinators. ...

AMP/AXA's Integra moves to MLC's Garvan

ELISE BURGESS  |  THURSDAY, 4 AUG 2011
... business model as the driving force behind their decision. Integra has joined MLC owned dealer group, Garvan Financial Planning after 14 years with dealer group, Charter Financial Planning which is owned by AMP Group and as a result of the recent merger ...

State winners named in AFA excellence awards

ELISE BURGESS  |  MONDAY, 1 AUG 2011
... Financial Services Partners for Tasmania, Finn Kelly, practice owner, Synchron for Victoria and Brian Woods, director, Garvan for WA. "It's our belief that ongoing education enables our members to deliver better advice outcomes to Australian consumers," ...

Big six use advisers for sales while clients confused on independence

ALISON BEVEGE  |  THURSDAY, 14 JUL 2011
... was highest where the branding is different to that of the owner, such as Hillross, which is part of the AMP group, or Garvan, owned by NAB/MLC, the research said. Klipin said the FSRA disclosure regime requires all advisers to disclose links and connections ...

MLC deals first blow in planning recruitment drive

MATT WOODINGTON  |  FRIDAY, 17 JUN 2011
... letter of resignation to AXA yesterday. It will serve a 90-day notice period before joining MLC licensee Garvan Financial Planning. "We are delighted that Haywood Financial Management & Partners has decided to join Garvan," said Richard Nunn, executive ...