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Search ResultsShowing 1 - 10 of 34 results for "Apogee Financial Planning"
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. ...
Banks, ASIC still at war over fees-for-no-service
HARRISON WORLEY  |  TUESDAY, 12 MAR 2019
... payments are due for completion by the end of this year, while the review and remediation programs of Apogee Financial Planning, Godfrey Pembroke, GWM Adviser Services and Meritum Financial Group are expected to finish by the end of 2020. JB Were has ...
ASIC permanently bans former Apogee adviser
KARREN VERGARA  |  TUESDAY, 18 DEC 2018
A former Apogee Financial Planning representative has been permanently banned from providing financial advice after ASIC found he illegally took $1.4 million from superannuation accounts. ASIC's investigation of Ahmed Saad found he engaged in dishonest ...
ASIC takes further action against MyPlanner
JAMIE WILLIAMSON  |  WEDNESDAY, 20 DEC 2017
... December 2012 to May 2013 he was licensed through Millennium3, and from June 2012 to December 2012 with Apogee Financial Planning. He is also a member of the Association of Financial Advisers.
NAB advice GM departs in wealth restructure
ALEX BURKE  |  THURSDAY, 30 NOV 2017
... he was general manager of MLC Direct and MLC Advice Solutions. He has also served as a director of Apogee Financial Planning, Meritum Financial Planning, Godfrey Pembroke and JBWere. Commenting on Miller's departure, NAB chief customer officer of consumer ...
ASIC calls on NAB to improve disclosure
JAMIE WILLIAMSON  |  FRIDAY, 7 JUL 2017
... 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 from a failure to update template ...
Apogee partners with CoreData to improve client experience
ALEX BURKE  |  THURSDAY, 6 AUG 2015
NAB-aligned licensee Apogee Financial Planning has partnered with CoreData to survey client experience across all of its advice practices, new general manager Brendan Johnson said. Speaking to Financial Standard , Johnson explained that working with ...
Executive appointment round-up
STAFF WRITER  |  FRIDAY, 3 JUL 2015
... New Zealand. NAB Wealth appoints Apogee GM - Brendan Johnson has been appointed general manager of Apogee Financial Planning. BNP appoints Australia head of asset services - Ian Rae has been appointed to BNP Paribas' newly-created role of head of asset ...
NAB Wealth appoints Apogee GM
DARREN SNYDER  |  TUESDAY, 30 JUN 2015
The new general manager of Apogee Financial Planning will be Brendan Johnson, NAB Wealth confirmed today. Johnson brings 17 years of experience across financial planning, practice management and compliance fields. Since joining MLC in 2002, Johnson ...
AMP's ipac Financial Planning wins group of the year award
LAURA MILLAN  |  WEDNESDAY, 30 APR 2014
... the ratings of consumers who were in the market for financial advice. Fortnum Financial Advisers and Apogee Financial Planning received Highly Commended accolades, while Synchron and MLC/Garvan were Commended. The ratings include seven benchmark categories ...
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