Search ResultsShowing 1 - 10 of 20 results for "Meritum"
MLC Wealth hunts new talent
JAMIE WILLIAMSON  |  TUESDAY, 27 AUG 2019
... consolidating its aligned dealer groups. Godfrey Pembroke will operate for high-net-worth clients, while the Garvan, Apogee and Meritum brands will be retired and a new community of self-employed advisers developed. The group is also exiting its franchise ...
Down but not out: Top advisers adapt
ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... 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, indicating further possible exits. Meanwhile, NAB itself dropped 32 advisers, to bring its total to 478 ...
MLC transforms advice business
KARREN VERGARA  |  THURSDAY, 15 AUG 2019
... Godfrey Pembroke, as well as a new combined group of advice businesses previously aligned with the Garvan, Apogee and Meritum brands. The group will exit the self-employed franchise models of MLC Advice Stores and NAB Financial Planning. A simpler pricing ...
Banks, ASIC still at war over fees-for-no-service
HARRISON WORLEY  |  TUESDAY, 12 MAR 2019
... 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 when it will complete its review ...
NAB advice GM departs in wealth restructure
ALEX BURKE  |  THURSDAY, 30 NOV 2017
... general manager of MLC Direct and MLC 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 ...
ASIC calls on NAB to improve disclosure
JAMIE WILLIAMSON  |  FRIDAY, 7 JUL 2017
... the investments suggested. ASIC investigated NAB, Godfrey Pembroke, Apogee Financial Planning, GWM Adviser Services, Meritum Financial Group, and JBWere, with the non-disclosure resulting from a failure to update template documents due to a process error. ...
New GM for Meritum
KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
NAB-aligned Meritum Financial Group has appointment a new general manager. Stephen Poole, who is currently manager of business growth for NAB and MLC's advice partnerships in Queensland, will take on the role. Prior to joining NAB he was chief executive ...
ASIC ban upheld, investment banker jailed
KERRIE SYDEE  |  MONDAY, 6 JUN 2016
... (AAT) has upheld ASIC's decision to ban a financial adviser from providing financial services for five years. Former Meritum Financial Group adviser, Alfie Chong, was initially banned by ASIC for a range of misconduct issues including: providing inappropriate ...
ASIC bans NAB-aligned adviser
DARREN SNYDER  |  TUESDAY, 15 DEC 2015
A financial adviser linked with National Australia Bank (NAB) owned Meritum Financial Group has been banned for six years by the Australian Securities and Investments Commission (ASIC). NAB has welcomed ASIC's action against Mark Tidbury after the bank ...
NAB Wealth Advice hires growth manager
MARK SMITH  |  FRIDAY, 4 DEC 2015
... in the evolution of our 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 ...
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