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Search ResultsShowing 1 - 10 of 75 results for "Godfrey Pembroke"
MLC launches new advice business
JAMIE WILLIAMSON  |  MONDAY, 25 MAY 2020
... 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 to an ...
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 ...
Superannuation expert joins law firm
KANIKA SOOD  |  THURSDAY, 14 NOV 2019
... technical services and strategic product development roles with Colonial Financial Planning, BT Portfolio Services, Godfrey Pembroke, APRA, Deutsche Bank and Standard Chartered Bank. SUPERCentral managing director Peter Townsend said: "[Siu] will be ...
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 ...
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