Search Results | Showing 101 - 109 of 109 results for "Interprac" |
| | | ... fastest-growing of these non-insto groups are Merit Wealth, GPS Wealth (recently acquired by Easton Investments), Dover Financial, Interprac, Capstone, Akambo, Synchron, Politis, Unison Wealth Management and Hunter Green. Overall, the largest licensees ... |
| | | | ... Sequoia adding considerable bandwidth to this division of the company." Beeton also noted that the 100% acquisition of Interprac, proposed back in June, will likely be completed by 1 December, subject to shareholder approval. Sequoia shareholders will ... |
| | | | ... ASX-listed Sequoia Financial Group announced it will acquire Melbourne-based financial planning and accounting services firm InterPrac. Interprac "will add immediate scale, in particular to the SMSF Administration, Wealth Advisory and Investment Solutions ... |
| | | | ... dealer group is the latest to partner with AdviserLogic, now using its PayLogic software. Advisers licensed through InterPrac Financial Planning will now have access to the revenue management software, expanding AdviserLogic's user base by 200 advisers. ... |
| | | | ... 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' ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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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