Former ipac and Genesys head goes to Garvan MLC
NAB Wealth has named the new head of Garvan and MLC Financial Planning.
The big bank-owned group announced today that former head of financial planning for ipac Equity Partners and Genesys, Matthew Fogarty, would be the new general manager of Garvan and MLC Financial Planning replacing James Meade who has been promoted to the head of partnerships development role.
Confirming Fogarty's appointment, NAB Wealth Advice Partnerships general manager, Ross Barnwell, said Fogarty brought more than 20 years' of industry experience to the position.
"With more than 20 years of industry experience, Matthew is perfectly placed to lead MLC FP and Garvan," he said.
Fogarty will begin his new role on Monday.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.