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Showing 11 - 20 of 54 results for %22Interprac Financial Planning for%22

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
... Planning has the largest percentage of advisers with a Masters degree at 17%. This is followed by Interprac Financial Planning at 16% and Count Financial at 15%. JBWere has the highest proportion of advisers with a Bachelor's degree at 88%, followed ...

ASIC dishes out permanent ban to 'lifestyle' adviser

JAMIE WILLIAMSON  |  WEDNESDAY, 12 OCT 2022
... Advisers until its AFSL was cancelled in July 2018. Then, more than a year later, he became licensed by Interprac Financial Planning before ceasing in May 2020. The regulator said it found his conduct "demonstrated that he was not a fit and proper person ...

Ex-Synchron boss appointed head of Libertas

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
... the development of support services to self-licensed practices while adding tools and expertise for both Libertas and Interprac licence operations. "With such an appointment you're always hoping to find someone who understands the group and how it ...

Former adviser charged over faked books

CHLOE WALKER  |  TUESDAY, 28 JUN 2022
... ASIC investigation. ASIC alleged that between February 2010 and December 2018, Tai Thanh Nguyen of Interprac Financial Planning falsified company books on seven different occasions while carrying out his financial planning and advice business, Financial ...

Adviser numbers close in on 17k

KARREN VERGARA  |  FRIDAY, 18 MAR 2022
... Planning (376), Consultum Financial Advisers (320), SMSF Advisers Network (283), Count Financial (278), Interprac Financial Planning (267), Alliance Wealth (264), and Capstone Financial Planning (262). Synchron, which is set to be acquired by ASX-listed ...

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
... Network and RI Advice (32 respectively) are the biggest networks for the SMSFA, while the AIOFP has a large cohort from Interprac (62).

Expansion strategy boosts Sequoia results

KARREN VERGARA  |  FRIDAY, 18 FEB 2022
... secured a new general insurance AFSL which will allow SEQ General Insurance to operate in the same way Interprac Financial Planning does for risk advisers and compete with other general insurance brokerages offering an authorised representative service. ...

Synchron appoints compliance lead

ELIZABETH MCARTHUR  |  FRIDAY, 4 FEB 2022
... manager at the SMSF Advisers Network. Earlier in his career he was an authorised representative at Interprac Financial Planning and Hillross. "Phil has over 30 years' experience in financial services and, having also previously managed financial planning ...

Advice industry loses 800 over New Year period

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
... Synchronised Business Services (382), Charter Financial Planning (376), Consultum Financial Advisers (327), Interprac Financial Planning (263), Capstone Financial Planning (260), Alliance Wealth (260), Count Financial (251) make up the top 10 practices ...

Sequoia buys general insurance book

JAMIE WILLIAMSON  |  THURSDAY, 18 NOV 2021
... secured a new general insurance AFSL which will allow SEQ General Insurance to operate in the same way Interprac Financial Planning does for risk advisers, and compete with other general insurance brokerages offering an authorised representative service. ...