Apogee

Financial planning

Former adviser sentenced to jail for early release of super scheme

Ahmed Saad will serve a nine-month prison sentence for illegally allowing clients to withdraw superannuation funds from 2016 to 2017. ...

Financial planning

Ex-Apogee adviser pleads guilty

Ahmed Saad has pleaded guilty after operating a scheme to provide illegal early access to super for clients. ...

Financial planning

Advisers exiting, licensees closing down

More than 200 adviser roles have been lost year to date compared to 761 lost roles in the first quarter of 2020, according to HFS Consulting’s analysis. ...

Financial planning

Former financial adviser charged with deception

Ahmed Saad has been charged for operating an illegal early superannuation release scheme....

Financial planning

Nervous MLC advisers contemplate alternatives

The recent changes to MLC’s financial planning licensee arrangements have persuaded some advisers to look at their options....

Financial planning

MLC Wealth launches new advice business

TenFifty Financial Group combines advice businesses previously aligned with Garvan, Apogee, and Meritum and will stand as a community for self-employed advisers and advic...