Search Results | Showing 31 - 40 of 106 results for "Interprac" |
| | | ASIC is taking Interprac Financial Planning to court over its failure to ensure representatives acted in clients' best interests. It's also been accused of lacking adequate risk management systems. The regulator said it was because of "critical ... |
| | | | ... super into First Guardian and some $230 million into Shield between 2020 and 2024. Venture Egg was licensed through Interprac, as was another firm that was involved, Reilly Financial. Alongside the advisers who funneled victims' superannuation savings ... |
| | | | ... benefits 10.3%. In the financial advice sector, United Global Capital had the most complaints with 605, followed by Interprac with 125 and APT Strategy with 49. For managed investment schemes, BT Funds Management had the most complaints with 86, followed ... |
| | | | InterPrac Financial Planning wants to rid itself of remediation obligations regarding the collapse of the Shield Master Fund and First Guardian Master Fund, saying that victims should be "fully compensated" via superannuation funds' reserves. InterPrac ... |
| | | | ... is the principal and financial adviser of Venture Egg, an authorised representative of Sequoia Financial Group's InterPrac Financial Planning. The court slapped travel restraint orders on Merhi in July to stop him from leaving the country until 12 ... |
| | | | Sequoia Financial Group's InterPrac Financial Planning is facing $22 million worth of complaints lodged with the Australian Financial Complaints Authority (AFCA) for its advisers' role in the collapse of the Shield Master Fund and First Guardian ... |
| | | | ... was reported that investors were put into the Shield Master Fund by advisers linked to Sequoia through its subsidiary, InterPrac. It alleges the responsible entity for Shield gave $15 million to New Quantum, as a loan, three months after New Quantum ... |
| | | | ... during the period were Lifespan Financial Planning (up 4%), Centrepoint Alliance and Morgans Financial (both up 1%). Interprac Financial Planning had the largest number of new adviser registrations of 51. Alliance Wealth registered 42 advisers, while ... |
| | | | ... October 2022 and 9 June 2023, he was an adviser at MWL Financial Services. He then jumped to CWS Finance, which is under Interprac Financial Planning, between July 2023 and January 2024. ASIC said it was aware authorised representatives from Interprac ... |
| | | | ... financial advisers registered with a new AFSL. The five AFSLs that attracted the most advisers were Alliance Wealth, InterPrac, Lifespan Financial Planning, Synchron Advice and RI Advice. On the other hand, AMP Financial Planning, which is now part of ... |
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