Our company, Forty Fifty Pty Ltd (trading as Godfrey Pembroke) has been in operation since March 2011. We started our business and continue today with the vision of providing market leading client service and comprehensive financial and investment advice. We are a 100% locally owned business with over 100 years of combined experience in the industry.
In 1996 Dane Waldron undertook a career change with Garrott & Garrott by moving into the Financial Planning profession. He was dedicated to building the firm Garrotts Financial Solutions whilst externally completing a Diploma in Financial Planning through Deakin University in Melbourne, graduating in 1997. He was joined in 1998 in the business by David Gibson with whom he later acquired 51% of the business from Garrott & Garrott, with the business then operating under the new name Paterson Financial Services.
In 2000 Garrott & Garrott and Paterson Financial Services merged with Investor Group (later to be renamed WHK Group), a national business services and financial services firm. Dane became a Principal of Investor Group at this time. Over the following decade David and Dane built the financial planning business of WHK Tasmania to a level where it employed over 40 staff and managed in the order of $400 million on behalf of clients. During this time Dane also sat on numerous committees, including the board Financial Planning Association chapter in Northern Tasmania, the Legislation & Regulations Committee of the national Financial Planning Association and was recognised by IFA (Independent Financial Adviser) as within the top 6 financial planners in Australia.
In 2010 Dane, David and Brian purchased back part of the WHK Tasmania financial planning division to form their own business Forty Fifty Pty Ltd. As of 1 March 2011 they engaged the resources and brand of Godfrey Pembroke and offer their services on behalf of Godfrey Pembroke Limited, although their business remains 100% owned by David, Dane and Brian and their staff.