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Showing 41 - 50 of 103 results for "Pembroke"

Bennelong subsidiary names first boutique partners

JAMIE WILLIAMSON  |  TUESDAY, 17 OCT 2017
... working with them, Schroders and the team at BennBridge." BennBridge also partnered with emerging markets equities manager Pembroke, which is slated to launch early next year. The boutique is led by Sanjiv Bhatia who most recently managed the emerging ...

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 ...

PractiFi partners with PSK, Godfrey Pembroke vet

ALEX BURKE  |  TUESDAY, 8 DEC 2015
... financial adviser to streamline his website's client engagement tools. Founded by former PSK Financial Services and Godfrey Pembroke adviser James Gerrard, financialadvisor.com.au provides clients with direct access to Gerrard (and his team's) services ...

NAB Wealth Advice hires growth manager

MARK SMITH  |  FRIDAY, 4 DEC 2015
... Partnerships operates five aligned licensee businesses - Apogee, Meritum, MLC Financial Planning, Garvan and Godfrey Pembroke - and includes more than 600 self-employed advice businesses, with more than 1100 advisers.

PROFILE: NAB Financial Planning general manager Paul Fog

ALEX BURKE  |  MONDAY, 23 NOV 2015
... - all of that is defined in this model, which is different to what happens when we have a Garvan or Apogee or Godfrey Pembroke, where are a lot of those decisions are upon the individuals to determine branding and customer experience." He adds that NAB's ...

Executive appointment round-up

STAFF WRITER  |  FRIDAY, 29 MAY 2015
A new general manager for Godfrey Pembroke and a reshuffle at the top of First State Super led a raft of big appointment stories this week. NAB confirms new Godfrey Pembroke GM - Alan Logan, who has held executive positions at ANZ Advice & Distribution ...

Editor's Choice

Invesco launches new equity fund

ELIZA BAVIN
Invesco said the new fund will give Australian investors access to a systematic global equity strategy with a 20-year track record.

FCA pursues Neil Woodford again

KARREN VERGARA
The Financial Conduct Authority (FCA) is going after failed fund manager Neil Woodford again, this time for allegedly providing unauthorised investment advice via W4.0, his Dubai-based investment platform.

Former APRA deputy chair launches retirement solutions startup

KARREN VERGARA
A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees.

Global X launches space tech ETF

MATTHEW WAI
Global X has now launched the space tech ETF (ASX: MOON).

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