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|Search Results||Showing 1 - 10 of 28 results for "Meritum"|
|... 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 ...|
|... 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. ...|
|... 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 ...|
|... 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 ...|
|... 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.|
|... 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 ...|
|MLC has introduced a new advice business to the market, retiring the Apogee, Garvan and Meritum brands and appointing a general manager to lead the venture. Following on from the announcement in August last year that Apogee, Garvan and Meritum would ...|
|... provide support to clients during unprecedented uncertainty. It has also delayed the transition of advisers from Apogee and Meritum. In an internal update yesterday, MLC Wealth chief executive Geoff Lloyd informed advisers of five elements of additional ...|
|... 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 ...|
|... 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 ...|
The Australian Taxation Office yesterday couldn't answer exactly how many stapling-triggered employer checks it expects, but maintained its readiness for a July 1 go-live.
The asset manager is partnering with a start-up to build a new platform for institutional investors to trade digital currencies.
Australia's largest superannuation fund is taking issue with the proposed stapling regulations, arguing that the model is backwards and will not protect members from being stuck in dud funds.
The prudential regulator has commenced industry consultation on revisions to the prudential standards for life insurers to protect life insurance policy holders against the use of offshore reinsurers.
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