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Showing 21 - 30 of 54 results for %22Apogee Financial Planning%22

Executive appointment round-up

STAFF WRITER  |  FRIDAY, 3 JUL 2015
... 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 services - Ian Rae has been appointed to BNP Paribas' newly-created role of head of ...

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
... 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 benchmark categories ...

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
... 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 office in Melbourne ...

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 ...

MLC dealer group the best: CoreData

BEN COLLINS  |  MONDAY, 21 JAN 2013
... five years. After completing a shadow-shopping exercise, research group CoreData said that MLC-aligned Apogee Financial Planning had again won its Financial Advisory Group of the Year award. "CoreData's research shows customers value honesty and transparency ...

FoFA readiness is all about client engagement: MLC

MARK SMITH  |  FRIDAY, 18 JAN 2013
... responded favourably to the transparent discussion they are having about fees. MLC-aligned dealer group Apogee Financial Planning has been named by CoreData as its Financial Advisory Group of the Year for the third time in five years. "CoreData's research ...

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 ...