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Showing 31 - 40 of 41 results for "Apogee Financial Planning"

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 ...

AFA nominates 2008 Rising Star

MEDIA RELEASE  |  WEDNESDAY, 15 OCT 2008
Up-and-coming financial planners from AMP, Apogee Financial Planning, Total Financial Solutions and Synchron were nominated in this year's AFA Rising Star Awards. The finalists and their dealer group are: A, Mary Benton: AMP Financial Planning A, Brad ...

NAB FP switches to fee for advice

MICHAEL HOBBS  |  WEDNESDAY, 23 JAN 2008
... financial advice. According to NAB, Godfrey Pembroke already uses a pure fee for advice system, meanwhile Apogee Financial Planning and Garvan Financial Planning would encouraged to adopt the same system.

ANZ appoints ex-MLC as FP chief

MICHAEL HOBBS  |  TUESDAY, 4 DEC 2007
... worked at MLC for seven years, most recently as general manager of national practice management and Apogee Financial Planning. Prior to joing MLC, he held roles at BT, Sealcorp Holdings and National Mutual (AXA) before he worked at Capita Finance Group. ...

Eight year gaol sentence for former financial adviser

... Towns Financial Services and a licensed financial adviser. He was also an authorised representative of Apogee Financial Planning, Financial Wisdom, Matrix Planning Solutions and Garrisons from 1995 to 2002. Higgins defrauded nine clients of Macquarie ...

AMPFP restructures field approach with 70 new hires

... Justo from Suncorp Wealth Management, Camilla von Pfyffer from the Securities Institute, Mark Kennedy of Apogee Financial Planning, David Gloury of MLC Wealth Management and Danielle Nugent of AXA. "We have retained some excellent people from our previous ...

MLC looks for more advisers

... Quin-Conroy will focus on the growing the MLC businesses - Godfrey Pembroke, Garvan Financial Planning, Apogee Financial Planning and MLC - through acquisition. "He will also work with external advice businesses, developing new relationships and promoting ...

MLC set to grow adviser network

... is the first phase of MLC's new growth strategy. The dealer groups include Garvan Financial Planning, Apogee Financial Planning, MLC Financial Planning and Godfrey Pembroke Ltd. The transitional packages aim to assist advisers in growing their business ...

MLC Advice Solutions gets new leadership structure

... responsible for NAB's advice businesses including National Australia Financial Planning, Godfrey Pembroke, Apogee Financial Planning, Garvan Financial Planning, MLC Financial Planning and MLC Alliances, and will look to develop relationships with self-employed ...