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Search ResultsShowing 1 - 10 of 23 results for "GWM Adviser Services"
Almost 3000 advisers gone in 2020
ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... appears to have been the biggest winner of the many moves. The data shows it picked up 66 financial advisers. GWM Adviser Services gained the next most, likely as a result of MLC's advice transformation, followed by Interprac Financial Planning which ...
Fastest-growing AFSLs in the country
KANIKA SOOD  |  FRIDAY, 30 OCT 2020
... a net drop. Together, these advisers looked after about $932 billion in assets. Fastest-growing licensees GWM Adviser Services picked up the most new adviser registrations in the period at 191. However 155 registrations ceased, meaning its total adviser ...
Self-licensing on the horizon
KARREN VERGARA  |  MONDAY, 19 OCT 2020
... example, HFM & Partners and Queensland-based Designing Financial Solutions (DFS) have recently left MLC-owned GWM Adviser Services not long after the IOOF takeover. "We are seeing a second wave of movements as advice firms either review their initial ...
Adviser sentenced to eight years' prison
ELIZABETH MCARTHUR  |  FRIDAY, 9 OCT 2020
... and personal savings. Dick was licensed by AMP's Jigsaw Advice Services from 2004-2012 before joining GWM Adviser Services for two years. From there, Dick joined Synchron where he was an authorised representative from 2014 to 2018. An ASIC investigation ...
Advice group flees MLC after IOOF takeover
ANNABELLE DICKSON  |  TUESDAY, 1 SEP 2020
HFM & Partners has made the decision to change its Australian financial services licence from MLC-owned GWM Adviser Services in light of the acquisition by IOOF. The announcement by IOOF to acquire MLC's advice business will see the creation of ...
Adviser banned for five years
ELIZA BAVIN  |  TUESDAY, 26 MAY 2020
... starting with Wealth Today in October 2010 to January 2012. From there he was an authorised representative of GWM Adviser Services, which is owned by National Australia Bank, from January 2012 to November 2012. He was then licensed by AMP Financial Planning ...
MLC launches new advice business
JAMIE WILLIAMSON  |  MONDAY, 25 MAY 2020
... MLC's new home for aligned financial advisers, with all attached to TenFifty operating as representatives of GWM Adviser Services. It will stand alongside Godfrey Pembroke, MLC Connect and salaried adviser business NAB Financial Planning, which will ...
Adviser guilty of misuse of client money
ELIZA BAVIN  |  THURSDAY, 14 MAY 2020
... for AMP's Jigsaw Support Services. In March 2012, Dick became an authorised representative of NAB's GWM Adviser Services, where he worked for just over two years before beginning an almost four year stint at Synchron, which ended in April 2018. ...
500 advisers exit during COVID-19
ELIZABETH MCARTHUR  |  THURSDAY, 23 APR 2020
... three. AMP lost 37 advisers. Ausure went from 47 advisers to just 11, whileThe SMSF Adviser Network lost 25. GWM Adviser Services lost 24 advisers, going from 329 to 305. Charter Financial and National Australia Bank lost 19 advisers each. Consilium ...
MLC waives licensee fees, delays dealer group transitions
JAMIE WILLIAMSON  |  WEDNESDAY, 1 APR 2020
... they need it most." MLC is also delaying the commencement of licensee transitions from Apogee and Meritum to GWM Adviser Services and Godfrey Pembroke to July 2020. Those who wish to transition sooner still can, Lloyd clarified. Transitions to fixed-term ...
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