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Showing 21 - 30 of 39 results for "Apogee Financial Planning"

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 ...

NAB merges three wealth units

MICHELLE BALTAZAR  |  THURSDAY, 12 MAR 2009
... 3,000 advisers use its products although separately, it also owns planning groups Godfrey Pembroke, Apogee Financial Planning and GWM Adviser Services. Meanwhile, nabInvest is the fund incubator set up by the bank in 2007. It has stakes in boutique firms ...

MLC FUM falls, profits flat

MICHAEL HOBBS  |  WEDNESDAY, 22 OCT 2008
... advisers to 1,401. Its aligned adviser brands including Garvan Financial Planning, MLC Financial Planning, Apogee Financial Planning and Godfrey Pembroke added 27 new advisers taking its total to 837 advisers. NAB Financial Planning grew by 70 advisers ...