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Showing 101 - 105 of 105 results for "Interprac"

False ASIC licensing claims lead to closure

JAMIE WILLIAMSON | WEDNESDAY, 8 MAR 2017

... financial planner closed his website following an investigation by ASIC. Stephen Burgin, an authorised representative of Interprac Financial Planning, falsely claimed to be a 'senior ASIC licenced adviser' and an 'ASIC licenced fractional property consultant' ...

Key board appointment for Sequoia

JAMIE WILLIAMSON | MONDAY, 21 NOV 2016

... with a new non-executive director. Sequoia has appointed Garry Crole, managing director of independently owned AFSL, Interprac Financial Planning. Crole will also join Sequoia's governance committee, risk & compliance committee, remuneration committee ...

InterPrac appoints advice manager from Capstone

ALEX BURKE | TUESDAY, 26 APR 2016

InterPrac Financial Planning has appointed a national advice manager. Rae Stagbouer joins Interprac from Capstone Financial Planning, where she was a professional standards officer. Commenting on her appointment, she said: "This is an exciting time ...

Poor advice forces changes to SMSF practice

LAURA MILLAN | THURSDAY, 2 OCT 2014

... been forced to improve its advice processes over concerns that it was providing poor advice to clients. Melbourne-based Interprac Financial Planning agreed to address concerns from the Australian Securities and Investments Commission (ASIC) by putting ...

Accountants ready to access HUB24 platform

LAURA MILLAN | FRIDAY, 9 AUG 2013

... agreement with the platform provider. HUB24 parent company Investorfirst has signed a platform distribution agreement with InterPrac that will see HUB24 delivered as a branded platform for use by accountants and practices that are members of the NTAA. ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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