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Showing 1 - 10 of 54 results for "Garvan"

AWS swaps to boutique licensee

ANNABELLE DICKSON  |  TUESDAY, 22 JUN 2021
Australian Wealth Solutions has bowed out of its licence with Garvan Financial Planning after it folded into IOOF and moved across to ASVW Financial Services. AWS attributed the move as part of its long-term strategy to address the needs of clients ...

Boutique manager names head of distribution

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
... over three years and prior to that was the manager of business growth for NAB Wealth. NAB merged Meritum together with Garvan and Apogee in May 2020 under the umbrella of TenFifty Financial Group. Before NAB, he worked at Keystone Partnership, Centrepoint ...

Count snaps up three former MLC firms

ELIZABETH MCARTHUR  |  THURSDAY, 1 APR 2021
... (formerly licensed through Godfrey Pembroke), Next Generation Financial planning (Meritum) and Aspire Financial Planning Group (Garvan). Sapphire Coast Financial Services is the fourth firm to join Count Financial from Godfrey Pembroke, following the ...

Ignition Advice appoints deputy chair

ELIZA BAVIN  |  THURSDAY, 28 JAN 2021
... previously deputy chief executive of Fortescue Metals Group and chair of UK listed Sirius Minerals. He is also chair of the Garvan Foundation and non-executive director of the Garvan Institute of Medical Research. Scrimshaw has also worked in various ...

MLC general manager departs

ELIZABETH MCARTHUR  |  MONDAY, 29 JUN 2020
... revealed its 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 Wealth hunts new talent

JAMIE WILLIAMSON  |  TUESDAY, 27 AUG 2019
... brand 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 ...

Down but not out: Top advisers adapt

ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... 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 its total to 478, while JBWere ...

MLC transforms advice business

KARREN VERGARA  |  THURSDAY, 15 AUG 2019
... high-net-worth 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 ...

Australia Day honours recognise industry stalwarts

JAMIE WILLIAMSON  |  TUESDAY, 29 JAN 2019
... supports a number of charitable foundations and organisations such as The Wayside Chapel, Sydney Swans Foundation and the Garvan Institute of Medical Research. Acknowledged for his service to financial services, McMurtrie is a former chief executive ...
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