Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW
Search ResultsShowing 1 - 10 of 53 results for "Apogee"
Former adviser cops eight-year ban
KARREN VERGARA  |  THURSDAY, 6 MAY 2021
... misleading and inaccurate letters about superannuation to be issued to some Aon Master Trust Members. In April, former Apogee Financial Planning representative Ahmed Saad pleaded guilty for dishonestly obtaining financial advantage by deception for his ...
Former adviser pleads guilty over million-dollar super theft
ANNABELLE DICKSON  |  THURSDAY, 22 APR 2021
... role in an illegal retail superannuation scheme. ASIC alleges that Saad, while working as an authorised representative of Apogee Financial Planning, illegally obtained funds from client super accounts. As such, Saad pleaded guilty to one count of obtaining ...
Former Apogee adviser charged with deception
ANNABELLE DICKSON  |  TUESDAY, 2 MAR 2021
... Australian Securities and Investments Commission (ASIC) alleges that Saad, while working as an authorised representative of Apogee Financial Planning, illegally obtained funds from client super accounts. It is alleged Saad illegally obtained funds between ...
MLC general manager departs
ELIZABETH MCARTHUR  |  MONDAY, 29 JUN 2020
... new advice brand, TenFifty Financial Group, last month. TenFifty is home to all advisers previously aligned to Garvan, Apogee and Meritum. Meanwhile, all employed advisers now sit under the MLC Advice brand.
MLC launches new advice business
JAMIE WILLIAMSON  |  MONDAY, 25 MAY 2020
MLC has introduced a new advice business to the market, retiring the Apogee, Garvan and Meritum brands and appointing a general manager to lead the venture. Following on from the announcement in August last year that Apogee, Garvan and Meritum would ...
MLC waives licensee fees, delays dealer group transitions
JAMIE WILLIAMSON  |  WEDNESDAY, 1 APR 2020
... businesses and provide support to clients during unprecedented uncertainty. It has also delayed the transition of advisers from Apogee and Meritum. In an internal update yesterday, MLC Wealth chief executive Geoff Lloyd informed advisers of five elements ...
Former Apogee, GPS Wealth advisers banned
JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2019
A former Apogee Financial Planning adviser has been handed a four-year ban for failing to provide appropriate advice. Meanwhile, a former GPS Wealth representative has been banned for three years for similar misconduct involving insurance products. ...
MLC Wealth hunts new talent
JAMIE WILLIAMSON  |  TUESDAY, 27 AUG 2019
... and consolidating its aligned dealer groups. Godfrey Pembroke will operate for high-net-worth clients, while the Garvan, Apogee and Meritum brands will be retired and a new community of self-employed advisers developed. The group is also exiting its ...
Down but not out: Top advisers adapt
ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... CountPlus - lost 74. Godfrey Pembroke dropped 40 advisers in the six months and MLC Wealth has now said it will consolidate the Apogee, Meritum and Garvan licensees, indicating further possible exits. Meanwhile, NAB itself dropped 32 advisers, to bring ...
MLC transforms advice business
KARREN VERGARA  |  THURSDAY, 15 AUG 2019
... advisory firm Godfrey Pembroke, as well as a new combined group of advice businesses previously aligned with the Garvan, Apogee and Meritum brands. The group will exit the self-employed franchise models of MLC Advice Stores and NAB Financial Planning. ...
PAGE:
1
PREVIOUS
NEXT