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Showing 31 - 40 of 95 results for "Godfrey Pembroke"

Banks, ASIC still at war over fees-for-no-service

HARRISON WORLEY  |  TUESDAY, 12 MAR 2019
... for completion by the end of this year, while the review and remediation programs of Apogee Financial Planning, Godfrey Pembroke, GWM Adviser Services and Meritum Financial Group are expected to finish by the end of 2020. JB Were has not advised ASIC ...

Australian Unity adds new research lead

JAMIE WILLIAMSON  |  WEDNESDAY, 24 OCT 2018
... manager. With more than 20 years' experience in financial services, Holliday has also held roles with Asgard, Godfrey Pembroke, Morgan Stanley and Deutsche Bank. "Ian's in-depth understanding of Australian Unity's investment philosophy and ...

Fortnum recruits former Centric Wealth chief

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
... group managing director of private wealth advisory firm Berkley Group and head of broking investment services at Godfrey Pembroke. Castensen said: "It's wonderful to be part of such a dynamic and aligned team. I strongly believe there has never been ...

Longstanding Godfrey Pembroke practice seeks own AFSL

JAMIE WILLIAMSON  |  MONDAY, 4 DEC 2017
... financial advice firm is working towards becoming self-licensed after more than 30 years' in partnership with Godfrey Pembroke. NAB-owned Godfrey Pembroke is assisting Scholten Collins McKissock in transitioning to its own AFSL, in what the practice ...

NAB advice GM departs in wealth restructure

ALEX BURKE  |  THURSDAY, 30 NOV 2017
... Advice Solutions. He has also served as a director of Apogee Financial Planning, Meritum Financial Planning, Godfrey Pembroke and JBWere. Commenting on Miller's departure, NAB chief customer officer of consumer banking and wealth Andrew Hagger said ...

ASIC calls on NAB to improve disclosure

JAMIE WILLIAMSON  |  FRIDAY, 7 JUL 2017
... connection between each customer's adviser, the advice licensee and the investments suggested. ASIC investigated NAB, Godfrey Pembroke, Apogee Financial Planning, GWM Adviser Services, Meritum Financial Group, and JBWere, with the non-disclosure resulting ...

Former BT executive to head advice group

JAMIE WILLIAMSON  |  THURSDAY, 9 MAR 2017
... BT, she served across a number of senior roles with Securitor and MLC, and was national operations manager at Godfrey Pembroke. Donat said she is excited by the opportunity to lead the licensee. "The company has strong values, is nimble, innovative and ...

BT licensee head departs

JAMIE WILLIAMSON  |  FRIDAY, 20 JAN 2017
... Securitor, the Westpac Group's adviser dealer group. She also spent seven months as national operations manager for Godfrey Pembroke and held various sales roles with MLC and Merrill Lynch. Brady, Donat's interim successor, started with BT in September ...

Former FPA chief joins licensee

JAMIE WILLIAMSON  |  THURSDAY, 19 JAN 2017
... industry. Prior to his role with the FPA, Rantall served as dean of advice at NAB and was also managing director of Godfrey Pembroke from 2002 to 2008. "I am pleased to be joining TFS as independent chairman in order to assist with its objectives of ...

Godfrey Pembroke celebrates excellence in advice

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
Adviser group Godfrey Pembroke has revealed the winner of its Adviser of the Year and Premier Practice Awards at its biennial conference. Principal financial planning specialist at Lighthouse Capital, Julia Schortinghuis, was awarded Adviser of the ...