Search ResultsShowing 1 - 10 of 69 results for "Godfrey Pembroke"
Priced out: Advice affordability at risk
ELIZABETH MCARTHUR  |  MONDAY, 9 SEP 2019
... to restructure their advice offerings, with MLC Wealth consolidating its licensees while leaving HNW-focused Godfrey Pembroke untouched and AMP forcing many of its firms with smaller FUMs to merge or sell. "It's the red tape, the added costs, the ...
MLC Wealth hunts new talent
JAMIE WILLIAMSON  |  TUESDAY, 27 AUG 2019
... business. A spokesperson for NAB has confirmed the group is looking to appoint four new general managers; one for Godfrey Pembroke, another for the white label licensee services offering and a further two for MLC Advice. The spokesperson could not confirm ...
Down but not out: Top advisers adapt
ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... Commonwealth Financial Planning shed 213 advisers, while Count Financial - recently sold to 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 ...
MLC transforms advice business
KARREN VERGARA  |  THURSDAY, 15 AUG 2019
... involves consolidating its advice brands from five down to two. These would be 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 ...
Banks, ASIC still at war over fees-for-no-service
HARRISON WORLEY  |  TUESDAY, 12 MAR 2019
... 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 not advised ASIC of ...
Australian Unity adds new research lead
JAMIE WILLIAMSON  |  WEDNESDAY, 24 OCT 2018
... manager. With more than 20 years' experience in financial services, Holliday has also held roles with Asgard, Godfrey Pembroke, Morgan Stanley and Deutsche Bank. "Ian's in-depth understanding of Australian Unity's investment philosophy and ...
Fortnum recruits former Centric Wealth chief
ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
... group managing director of private wealth advisory firm Berkley Group and head of broking investment services at Godfrey Pembroke. Castensen said: "It's wonderful to be part of such a dynamic and aligned team. I strongly believe there has never been ...
Longstanding Godfrey Pembroke practice seeks own AFSL
JAMIE WILLIAMSON  |  MONDAY, 4 DEC 2017
... financial advice firm is working towards becoming self-licensed after more than 30 years' in partnership with Godfrey Pembroke. NAB-owned Godfrey Pembroke is assisting Scholten Collins McKissock in transitioning to its own AFSL, in what the practice ...
NAB advice GM departs in wealth restructure
ALEX BURKE  |  THURSDAY, 30 NOV 2017
... 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 banking and wealth Andrew Hagger said ...
ASIC calls on NAB to improve disclosure
JAMIE WILLIAMSON  |  FRIDAY, 7 JUL 2017
... connection between each customer's 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 ...
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