Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW
Search ResultsShowing 1 - 10 of 80 results for "Godfrey Pembroke"
Count snaps up three former MLC firms
ELIZABETH MCARTHUR  |  THURSDAY, 1 APR 2021
... 17. The three former MLC firms joining Count are: Sapphire Coast Financial Services (formerly licensed through Godfrey Pembroke), Next Generation Financial planning (Meritum) and Aspire Financial Planning Group (Garvan). Sapphire Coast Financial Services ...
Count Financial expands national reach
ELIZA BAVIN  |  THURSDAY, 18 FEB 2021
... three newest firms in the CountPlus-owned licensee. Plan Protect is the third firm to join Count Financial from Godfrey Pembroke, following the announcements of Ascent Private Wealth and Venture Financial Advisers in late 2020. Janne Ashton has been ...
CountPlus firm completes tuck in acquisition
ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... delivering quality client outcomes, meaning they are an excellent fit for the CountPlus network," he said. Last week, Godfrey Pembroke firm Venture Financial Advisers has joined Count Financial as a member firm, following Ascent Private Wealth's ...
Godfrey Pembroke firm jumps ship
ANNABELLE DICKSON  |  WEDNESDAY, 16 DEC 2020
... Advisers has joined Count Financial as a member firm, following Ascent Private Wealth's transition to CountPlus from Godfrey Pembroke in November. Venture has a team of 13 that specialise in financial advice and SMSF accounting and have been part of ...
CountPlus adds former MLC practice
KARREN VERGARA  |  WEDNESDAY, 11 NOV 2020
CountPlus has added new financial advice firm to the fold that was part of MLC's Godfrey Pembroke for 19 years. Ascent Private Wealth joined CountPlus as a member firm, leaving the MLC dealer group shortly after it was acquired by IOOF. Melbourne-based ...
MLC launches new advice business
JAMIE WILLIAMSON  |  MONDAY, 25 MAY 2020
... 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 soon be rebranded to MLC Advice. According ...
Former licensee head in new role
JAMIE WILLIAMSON  |  WEDNESDAY, 6 MAY 2020
... taken on a new leadership role at MLC. MLC has confirmed the appointment of Mark Fisher as general manager of Godfrey Pembroke and MLC Connect. Fisher wrapped up as general manager of Securitor in May 2019 when Westpac shuttered the dealer group, along ...
MLC waives licensee fees, delays dealer group transitions
JAMIE WILLIAMSON  |  WEDNESDAY, 1 APR 2020
... 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 advice agreements have ...
ASIC bans former Godfrey Pembroke adviser
HARRISON WORLEY  |  THURSDAY, 30 JAN 2020
... after corporate regulator ASIC found he acted dishonestly in hiding client recommendations from his licensee, Godfrey Pembroke. According to ASIC, Cassidy provided advice to 54 clients across 2017 which saw him recommend investing in start-up firm Bux ...
Stanford Brown acquires Sydney advice firm
KANIKA SOOD  |  WEDNESDAY, 4 DEC 2019
Stanford Brown has acquired a Sydney advice practice from Godfrey Pembroke, with chief executive Jonathan Hoyle saying there's more to come. World Square Financial Services was founded by former NAB Private Bank financial adviser Robert Wiggins ...
PAGE:
1
PREVIOUS
NEXT