We’re proud to be a member of the Godfrey Pembroke network — a national coalition of independent financial advisers who specialise in providing tailored financial advice to clients with complex financial needs.
Godfrey Pembroke’s history
Godfrey Pembroke has been helping Australians grow and enjoy their wealth since 1995, following the merger of two large Australian financial planning groups: Godfrey Weston (established in 1981) and Pembroke Financial Planners (established in 1986).
In July 1999, Godfrey Pembroke joined the MLC family of specialist advisory firms. Together, we became part of the National Australia Bank group in April 2000, significantly expanding the breadth of research and investment solutions available to our clients.
Today, Godfrey Pembroke combines the personalised service and specialist expertise of a boutique adviser with the strength, security and scale that comes from being part of one of Australia’s most trusted financial institutions.
Meanwhile, our growth continues, with over 190 Godfrey Pembroke consultants throughout Australia, and offices in all state capitals and many large regional centres.
By continuing to build on our strengths, we are now better positioned than ever to help you grow, achieve and enjoy more.
What makes Godfrey Pembroke different?
While we’re part of the Godfrey Pembroke family, we’re also an independently owned business. So you can be confident that our advice is both personalised and impartial, and that your best interests are our first priority.
BDR Financial Services Pty Ltd is jointly owned by the associated entities of Bostelman Draper Richardson Pty Ltd trading as BDR Business Accountants, Charnley Investments Pty Ltd and Kapitan Enterprises As Trustee for the Tom Tom Superannuation Fund.
Advice is provided by Craig Charnley as an authorised representative of Godfrey Pembroke Ltd.
The directors and employees of Bostelman Draper Richardson Pty Ltd trading as BDR Business Accountants are not authorized to provide financial advice and do not participate in any manner with or offer an opinion on the advice provided by the above authorized representatives.
We bring you industry-leading insights and opportunities
As members of the Godfrey Pembroke network, we’re supported by one of Australia’s largest financial groups. That means we can bring you specialist insights and opportunities from across the MLC group, including:
- Institutional calibre asset allocation from Jana.
- Customised portfolios from ThreeSixty.
- Independent research from Lonsec, Zenith and Morningstar.
- Economic analysis and market insights from NAB and JBWere.
- Investment opportunities and premium solutions from a wide range of providers, including IPOs and exclusive opportunities not generally available to individual investors.
We offer a transparent fee for service
In 2006, Godfrey Pembroke led the industry in introducing a transparent fee-for-advice model. When you engage us, we’ll clearly set out the fees you can expect to pay and the benefits you can expect receive in return, only acting with your explicit approval. And we never take commissions on investment products from the financial institutions that provide them.