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Showing 21 - 30 of 41 results for "Apogee Financial Planning"

MLC: FOFA support hub sees strong response

ELISE BURGESS  |  WEDNESDAY, 28 MAR 2012
... site with MLC planning more 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 ...

Niche and insto licensees to rule by 2020

ELISE BURGESS  |  TUESDAY, 25 OCT 2011
... Evans, group managing director, Professional Investment Services (PIS). Wayne Handley, general manager, Apogee Financial Planning, said a predicted radical decline in adviser numbers, from 20,000 down to 7,000, was bound to occur due to the current industry ...

MLC creates licensee relationship manager roles to support adviser network

CLAIRE MCGREAL  |  TUESDAY, 18 OCT 2011
... 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. Greg Miller, general ...

MLC advisers top benchmarking survey

ELISE BURGESS  |  THURSDAY, 17 MAR 2011
... category, earning almost 25 per cent more than the industry median. Garvan/MLC Financial Planning and Apogee Financial Planning advisers, who came in second earning some 21 per cent above the median, closely followed this. Comparator have completed the ...

FPA unveils Value of Advice winners

MEDIA RELEASE  |  FRIDAY, 26 NOV 2010
... planning and post-retirement planning and management. Jones is an adviser with Beacon Wealth (VIC), Apogee Financial Planning, Badenach from Shadforth Financial Group (TAS), Shadforth Financial Group, and Priestley from Professional Retirement Advice ...

MLC planning arms complete fee-for-service move

MICHAEL HOBBS  |  THURSDAY, 1 JUL 2010
... completed the process it started in 2006 to have MLC Financial Planning, Garvan Financial Planning and Apogee Financial Planning operating on a fee-for-service basis. The move affects more than 600 financial planners across the three businesses. These ...

MLC appoints Bleakley as external director

PRESS RELEASE  |  WEDNESDAY, 12 MAY 2010
... financial planning networks of Godfrey Pembroke, Garvan Financial Planning, MLC Financial Planning, Apogee Financial Planning and NAB Financial Planning. This appointment comes after MLC's submission to the Parliamentary Joint Committee (PJC) into Financial ...

MLC appoints Gupta to board

COMPANY RELEASE  |  THURSDAY, 12 NOV 2009
... financial planning networks of Godfrey Pembroke, Garvan Financial Planning, MLC Financial Planning, Apogee Financial Planning and NAB Financial Planning.

MLC FUM falls 19pc, in-force premiums rise

MICHAEL HOBBS  |  WEDNESDAY, 28 OCT 2009
... Services and Products. In addition, the business also announced that Garvan/MLC Financial Planning and Apogee Financial Planning will transition to a fee for advice model. Tucker also MLC's funds are "in the main, performing well", with continued testing ...

Garvan and Apogee adopt fee for service

RUTH LIEW  |  TUESDAY, 15 SEP 2009
MLC-backed Apogee Financial Planning and Garvan/MLC Financial Planning are transitioning to a fee for advice model from 1 July next year. In a press statement released today, MLC confirmed that both Apogee and Garvan would adopt the new model for all ...