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Showing 1 - 10 of 26 results for "MLC Financial Planning"

MLC GM joins dealer group

ELIZABETH MCARTHUR  |  TUESDAY, 20 APR 2021
The former general manager of MLC Financial Planning and the MLC advice network has jumped to a dealer group aligned with a real estate agent. Wealth Market, which is associated with Ray White and Loan Market, has appointed Jasia Fabig as national practice ...

Dealer service provider adds former MLC advice firm

KANIKA SOOD  |  WEDNESDAY, 2 DEC 2020
ClearView's LaVista Licensee Solutions is adding a former MLC Financial Planning firm. LaVista will provide licensee services to Sydney-based Investorplan. "I get a lot of confidence knowing that LaVista leverages the back-office resources and infrastructure ...

MLC dealer group lead joins boutique

JAMIE WILLIAMSON  |  FRIDAY, 22 JUN 2018
The general manager of Garvan and MLC Financial Planning will lead a boutique financial advice business. Matthew Fogarty has been appointed chief executive of Fitzpatricks Private Wealth, joining from MLC where he was general manager of Garvan and MLC ...

NAB Wealth Advice hires growth manager

MARK SMITH  |  FRIDAY, 4 DEC 2015
... business." NAB Wealth Advice Partnerships operates five aligned licensee businesses - Apogee, Meritum, MLC Financial Planning, Garvan and Godfrey Pembroke - and includes more than 600 self-employed advice businesses, with more than 1100 advisers.

Genesys advice chief goes to NAB

ALEX BURKE  |  FRIDAY, 21 AUG 2015
NAB Wealth has announced a new general manager for MLC Financial Planning and Garvan Financial Planning. Matthew Fogarty joins NAB from AMP, where he was head of financial planning at Genesys and ipac Equity Partners. He was also a founding partner ...

NAB Wealth appoints head of partnerships

LAURA MILLAN  |  MONDAY, 6 JUL 2015
NAB Wealth has appointed the Garvan and MLC Financial Planning general manager to a newly-created role, head of partnerships development. James Meade, who has headed the two National Australia Bank (NAB) financial planning licensees, will now work on ...

MLC appoints new GM of advice groups

JAMES FERNYHOUGH  |  MONDAY, 24 MAR 2014
... Peter Smith. In his new role Barnwell will oversee MLC's aligned advice dealerships, including Apogee, MLC Financial Planning, Godfrey Pembroke, Garvan Financial Planning and Meritum. Smith leaves MLC after less than a year in the role, though he has ...

MLC: FOFA support hub sees strong response

ELISE BURGESS  |  WEDNESDAY, 28 MAR 2012
... currently offers MLC's adviser networks Godfrey Pembroke, Apogee Financial Planning, Garvan Financial Planning, MLC Financial Planning and NAB Financial Planning an overview of the FOFA regulations and a timeline and MLC's view of potential impacts to ...

MLC advisers top benchmarking survey

ELISE BURGESS  |  THURSDAY, 17 MAR 2011
... "average remuneration per adviser" category, earning almost 25 per cent more than the industry median. Garvan/MLC Financial Planning and Apogee Financial Planning advisers, who came in second earning some 21 per cent above the median, closely followed ...

AMP fin centre opens first fee-for-service shopfront

RUTH LIEW  |  WEDNESDAY, 11 AUG 2010
... the financial hub of Western Sydney. AMP is not the only planning group to roll out a retail initiative. MLC Financial Planning adopted a similar strategy in February last year, opening a NAB and MLC Advice Centre in Richmond, Victoria. The centre only ...
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