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Showing 71 - 80 of 154 results for "Godfrey"

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 ...

Mercer vet takes reins at former Pillar offices

ALEX BURKE  |  WEDNESDAY, 7 JUN 2017
... today and I am excited to be part of this growing and successful business." Mercer chief operating officer, Pacific Andrew Godfrey added: "It is with great enthusiasm we welcome Jo-Anne to the Wollongong team. Jo-Anne has the skills, determination and ...

Mercer appoints acting CIO

JAMIE WILLIAMSON  |  MONDAY, 3 APR 2017
... management leader Judith Williams were all promoted to partner as well. Mercer chief operating officer, Pacific, Andrew Godfrey, described the appointment of six partners to the Australian business as a clear demonstration of the calibre of people at ...

Former BT executive to head advice group

JAMIE WILLIAMSON  |  THURSDAY, 9 MAR 2017
... role at 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 ...

Pillar CEO departs

EMMA RAPAPORT  |  TUESDAY, 24 JAN 2017
... business development and client engagement, Chris Woodward will provide leadership on an interim basis, reporting to Andrew Godfrey, chief operating officer for Mercer.

BT licensee head departs

JAMIE WILLIAMSON  |  FRIDAY, 20 JAN 2017
... at 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
... services 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 ...

Virgin Super sees Mercer takeover

DARREN SNYDER  |  TUESDAY, 13 DEC 2016
... both Virgin Money Australia and Mercer will jointly market Virgin Super. Mercer financial services business leader Andrew Godfrey said the deal represents a strategic expansion for the future of Mercers' wealth business by partnering with a direct-to-consumer ...

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 ...

Mercer wins new super partnership

DARREN SNYDER  |  THURSDAY, 14 JUL 2016
... promises seamless integration, which is of great value to us." Mercer financial services leader in the Pacific, Andrew Godfrey, said: "We're bringing scale and efficiencies to the table for Orica, but we're also shifting the dial for their employees ...