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Showing 1 - 10 of 32 results for "Meritum"

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... 10 largest licensees. Consultum is part of the newly merged IOOF group. It comprises brands like TenFifty (previously Meritum Financial Group, GWM Adviser Services and Apogee Financial Planning) and Godfrey Pembroke, which were part of MLC. Other IOOF-owned ...

Adviser slapped with four-year ban

KARREN VERGARA  |  MONDAY, 28 JUN 2021
Another former Meritum Financial Group and InterPrac Financial Planning adviser has copped a ban from the corporate regulator. From 1 April 2021, ASIC banned Hobart-based Hannah Jennings from providing financial services for four years for failing to ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... based on ASIC's FAR, is under Consultum Financial Planning. MLC brands that moved over - TenFifty (previously consisted of Meritum Financial Group, GWM Adviser Services and Apogee Financial Planning) and Godfrey Pembroke - remain as is. IOOF splits its ...

Boutique manager names head of distribution

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
A boutique global equities fund manager has hired a distribution lead, formerly of Meritum Financial Group. Gold Coast-based fund manager Swell Asset Management appointed Stephen Poole as head of distribution. Poole was the general manager of NAB's ...

Count snaps up three former MLC firms

ELIZABETH MCARTHUR  |  THURSDAY, 1 APR 2021
... 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 is the fourth firm to join Count Financial ...

ASIC bans former IOOF, MLC adviser

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 JAN 2021
... IOOF's Consultum Financial Advisers. Prior to that he spent more than a decade as an authorised representative of Meritum. Pavlidis' LinkedIn profile says that he has a Diploma of Financial Planning and a Bachelor of Business, Economics and Marketing. ...

Hobart adviser cops ban

ALLY SELBY  |  WEDNESDAY, 29 JUL 2020
... providing financial services for five years after he encouraged clients to inappropriately double gear their investments. Meritum Financial Group authorised representative David Horton has been banned after ASIC found he had failed to provide financial ...

Almost 2000 advisers gone so far in 2020

ELIZABETH MCARTHUR  |  TUESDAY, 21 JUL 2020
... Australia Bank's advisers went from 350 to 279, with 71 exiting in the last six months. Meanwhile, GWM lost 49 and Meritum lost 17. Yellow Brick Road Wealth Management, which was sold to Sequoia at the start of the year, and Elders, which is being ...

MLC general manager departs

ELIZABETH MCARTHUR  |  MONDAY, 29 JUN 2020
... 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.

Adviser banned for five years

ELIZA BAVIN  |  TUESDAY, 26 MAY 2020
... from December 2012 to January 2013. He was with Chubb Insurance Australia from January 2013 to June 2013, followed by Meritum Financial Group, which is also owned by NAB, from September 2013 to October 2013. His longest stint was at Spectrum Wealth Advisers ...
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