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Showing 41 - 50 of 54 results for %22Apogee Financial Planning%22

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 and MLC make headway post sub-prime

MICHAEL HOBBS  |  MONDAY, 12 MAY 2008
... NAB Financial Planning grew its adviser numbers by 31 to 525 and MLC's aligned advice businesses including Garvan, MLC, Apogee and Godfrey Pembroke added 34 advisers during the period. John Stewart, NAB chief executive, said the firm's "conservative ...

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. ...

MLC expands corp super team

MICHAEL HOBBS  |  THURSDAY, 25 OCT 2007
... Business Super and work closely with advisors from its associated financial planning businesses NAB Financial Planning, Apogee, Garvan and GPL. Manda Vulic, head of product, corporate superannuation at MLC, said Woodall's experience would be invaluable ...

MLC takes new offer to licensees

MLC Licensees will meet with the advisory boards of its self-employed advice businesses - Godfrey Pembroke, Apogee, Garvan and MLC Financial Planning - over the next two weeks to seek their approval of its new licensee offer. MLC Licensees general manager ...

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 ...