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Showing 1 - 10 of 58 results for %22Apogee%22

NAB tops bad advice compensation bill

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... fees for no service misconduct, NAB's former subsidiaries have not. According to ASIC's latest compensation tally, Apogee Financial Planning, Godfrey Pembroke, GWM Adviser Services, and Meritum Financial Group, which are now part of IOOF, expect ...

Adviser jailed for illegal super access

KARREN VERGARA  |  WEDNESDAY, 24 NOV 2021
... million. Victoria-based Ahmed Saad operated Saad Wealth Management between 10 April 2012 until 16 October 2017 as a former Apogee Financial Planning authorised representative. Between 11 November 2016 and 13 October 2017, Saad obtained $1.53 million ...

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... 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 licensees ended the period with the following ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... 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 advice stable into three categories. Shadforth ...

Boutique manager names head of distribution

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
... years and prior to that was the manager of business growth for NAB Wealth. NAB merged Meritum together with Garvan and Apogee in May 2020 under the umbrella of TenFifty Financial Group. Before NAB, he worked at Keystone Partnership, Centrepoint Alliance ...

Former adviser cops eight-year ban

KARREN VERGARA  |  THURSDAY, 6 MAY 2021
... misleading and inaccurate letters about superannuation to be issued to some Aon Master Trust Members. In April, former Apogee Financial Planning representative Ahmed Saad pleaded guilty for dishonestly obtaining financial advantage by deception for his ...

Former adviser pleads guilty over million-dollar super theft

ANNABELLE DICKSON  |  THURSDAY, 22 APR 2021
... role in an illegal retail superannuation scheme. ASIC alleges that Saad, while working as an authorised representative of Apogee Financial Planning, illegally obtained funds from client super accounts. As such, Saad pleaded guilty to one count of obtaining ...

Former Apogee adviser charged with deception

ANNABELLE DICKSON  |  TUESDAY, 2 MAR 2021
... Australian Securities and Investments Commission (ASIC) alleges that Saad, while working as an authorised representative of Apogee Financial Planning, illegally obtained funds from client super accounts. It is alleged Saad illegally obtained funds between ...

MLC general manager departs

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

MLC launches new advice business

JAMIE WILLIAMSON  |  MONDAY, 25 MAY 2020
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 ...
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