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Showing 21 - 30 of 58 results for "Apogee"

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 ...

Executive appointment round-up

STAFF WRITER  |  FRIDAY, 3 JUL 2015
... Khoury has been appointed a director for State Street's custody division in Australia 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 ...

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 ...

Advice group sues online forum over negative review

LAURA MILLAN  |  MONDAY, 18 AUG 2014
... user named 'homemadecook.' WCS Group is a financial planning and mortgage broking business within NAB-owned dealer group Apogee. As first reported by The Age, WCS Group lodged a statement of claim at the Supreme Court of Victoria claiming that the comments ...

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

LAURA MILLAN  |  WEDNESDAY, 30 APR 2014
... and it is based on 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 ...

MLC appoints new GM of advice groups

JAMES FERNYHOUGH  |  MONDAY, 24 MAR 2014
... partnerships, replacing Peter Smith. In his new role Barnwell will 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 ...

Bombora signs first partner, signals more expansion

ALICE URIBE  |  WEDNESDAY, 11 SEP 2013
... professionals have 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 ...

Advice firms start to launch in post-FoFA regime

LAURA MILLAN  |  THURSDAY, 1 AUG 2013
... more rigorous now, newcomers have the advantage of being fully-compliant on day one. Founder of financial planning firm Apogee, Wayne Handley, is about to launch Bombora Advice, a boutique risk advice business that will operate under its own Australian ...