Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 21 - 30 of 103 results for "Pembroke"

Godfrey Pembroke firm jumps ship

ANNABELLE DICKSON  |  WEDNESDAY, 16 DEC 2020
... Advisers has joined Count Financial as a member firm, following Ascent Private Wealth's transition to CountPlus from Godfrey Pembroke in November. Venture has a team of 13 that specialise in financial advice and SMSF accounting and have been part of ...

CountPlus adds former MLC practice

KARREN VERGARA  |  WEDNESDAY, 11 NOV 2020
CountPlus has added new financial advice firm to the fold that was part of MLC's Godfrey Pembroke for 19 years. Ascent Private Wealth joined CountPlus as a member firm, leaving the MLC dealer group shortly after it was acquired by IOOF. Melbourne-based ...

MLC launches new advice business

JAMIE WILLIAMSON  |  MONDAY, 25 MAY 2020
... advisers, with all attached to TenFifty operating as representatives of GWM Adviser Services. It will stand alongside Godfrey Pembroke, MLC Connect and salaried adviser business NAB Financial Planning, which will soon be rebranded to MLC Advice. According ...

Former licensee head in new role

JAMIE WILLIAMSON  |  WEDNESDAY, 6 MAY 2020
... taken on a new leadership role at MLC. MLC has confirmed the appointment of Mark Fisher as general manager of Godfrey Pembroke and MLC Connect. Fisher wrapped up as general manager of Securitor in May 2019 when Westpac shuttered the dealer group, along ...

MLC waives licensee fees, delays dealer group transitions

JAMIE WILLIAMSON  |  WEDNESDAY, 1 APR 2020
... is also delaying the commencement of licensee transitions from Apogee and Meritum to GWM Adviser Services and Godfrey Pembroke to July 2020. Those who wish to transition sooner still can, Lloyd clarified. Transitions to fixed-term advice agreements have ...

ASIC bans former Godfrey Pembroke adviser

HARRISON WORLEY  |  THURSDAY, 30 JAN 2020
... after corporate regulator ASIC found he acted dishonestly in hiding client recommendations from his licensee, Godfrey Pembroke. According to ASIC, Cassidy provided advice to 54 clients across 2017 which saw him recommend investing in start-up firm Bux ...

Stanford Brown acquires Sydney advice firm

KANIKA SOOD  |  WEDNESDAY, 4 DEC 2019
Stanford Brown has acquired a Sydney advice practice from Godfrey Pembroke, with chief executive Jonathan Hoyle saying there's more to come. World Square Financial Services was founded by former NAB Private Bank financial adviser Robert Wiggins ...

Superannuation expert joins law firm

KANIKA SOOD  |  THURSDAY, 14 NOV 2019
... technical services and strategic product development roles with Colonial Financial Planning, BT Portfolio Services, Godfrey Pembroke, APRA, Deutsche Bank and Standard Chartered Bank. SUPERCentral managing director Peter Townsend said: "[Siu] will be ...

Priced out: Advice affordability at risk

ELIZABETH MCARTHUR  |  MONDAY, 9 SEP 2019
... to restructure their advice offerings, with MLC Wealth consolidating its licensees while leaving HNW-focused Godfrey Pembroke untouched and AMP forcing many of its firms with smaller FUMs to merge or sell. "It's the red tape, the added costs, the ...

MLC Wealth hunts new talent

JAMIE WILLIAMSON  |  TUESDAY, 27 AUG 2019
... business. A spokesperson for NAB has confirmed the group is looking to appoint four new general managers; one for Godfrey Pembroke, another for the white label licensee services offering and a further two for MLC Advice. The spokesperson could not confirm ...