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Showing 61 - 70 of 97 results for "Pembroke"

ANZ restructure gathers pace with new planning head

MATT WOODINGTON  |  TUESDAY, 26 JUL 2011
... transformation after seven years with CFS. He has also held head of practice management roles at Financial Wisdom and Godfrey Pembroke. "Greg has a vast knowledge of the issues facing the wealth management industry, and has established key relationships ...

DKN acquires 25pc in Godfrey Pembroke firm

ELISE BURGESS  |  FRIDAY, 10 JUN 2011
DKN Financial Group has acquired a 25 per cent stake in former Godfrey Pembroke licensee, StrategyOne Advice Network, to provide compliance, professional development, research and platform administration services to its advisers. The move is inline ...

AustralianSuper new player in advice industry

ELISE BURGESS  |  FRIDAY, 29 APR 2011
... the trial continues over the next nine months or so." Firms that have been participating in the trial include Godfrey Pembroke, Matrix Planning Solutions, Dixon Advisory, Woods and Partners, Paul Moran, Switzer Financial Planning. Tom Reddacliff, general ...

MLC advisers top benchmarking survey

ELISE BURGESS  |  THURSDAY, 17 MAR 2011
... data, sourced from the Comparator Annual Benchmarking Study for Financial Planning Businesses 2010, found that Godfrey Pembroke advisers ranked first within the "average remuneration per adviser" category, earning almost 25 per cent more than the industry ...

FPA unveils Value of Advice winners

MEDIA RELEASE  |  FRIDAY, 26 NOV 2010
... Shadforth Financial Group (TAS), Shadforth Financial Group, and Priestley from Professional Retirement Advice (NSW), Godfrey Pembroke. FPA chief executive, Mark Rantall all three winners showed a strong commitment to both their clients and the financial ...

Investors demand 'transactional' advice

ELISE BURGESS  |  FRIDAY, 15 OCT 2010
... planner as opposed to the conventional lifelong relationship approach. Matthew Harrington, principle consultant of Godfrey Pembroke, said there is a "bolt on - bolt off" style that has developed in SMSFs that requires a distinct transactional approach ...

AFA announces Rising Star nominees

ELISE BURGESS  |  WEDNESDAY, 13 OCT 2010
... Batten - Batten Financial Services (QLD) A, Mark Rattigan - Merideon Wealth Strategies (WA) A, Paul Trosti - Godfrey Pembroke (NSW) A, Christopher Jones - RETIREINVEST (QLD) The winner will be announced at the AFA National Conference later this month ...

MLC planning arms complete fee-for-service move

MICHAEL HOBBS  |  THURSDAY, 1 JUL 2010
... fee-for-service basis. The move affects more than 600 financial planners across the three businesses. These businesses join Godfrey Pembroke, which moved to a fee for service model in October 2006. NAB Financial Planning introduced the remuneration structure ...

Planners gain insto help with fee for service

COMPANY RELEASE  |  FRIDAY, 4 JUN 2010
... practices away from commissions on investments and superannuation in 2006. Since then, MLC has moved planners from Godfrey Pembroke and NAB Financial Planning to a fee for service model. Garvan, Apogee and MLC Financial Planning are expected to move ...

FPA chief to champion planner needs

MICHAEL HOBBS  |  THURSDAY, 27 MAY 2010
... and helped roll out Asgard's technology platform, AdviserNET (now AdviserNETgain). He was then hired to head up Godfrey Pembroke, where he moved the group to a fee-for-service model. "We wanted to differentiate ourselves. We could see it was the right ...