Search Results | Showing 41 - 50 of 54 results for %22Interprac Financial Planning for%22 |
| | | ... Rainmaker's analysis, Capstone Financial Planning, Bluewater Financial Advisors, Advice Evolution, Sentry Advice, Interprac and Synchron are among the top dealer groups to have welcomed Dover advisers since 1 June. These licensees have each added ... |
| | | | ... Earlier in the year, Sequoia completed its acquisition of Melbourne-based financial planning and accounting services firm InterPrac and online trading platform Morrison Securities. In December 2017, Sequoia announced a number of strategic investments ... |
| | | | ... advisory services. The company completed its acquisition of Melbourne-based financial planning and accounting services firm InterPrac, and online trading platform Morrison Securities during the period. It also migrated its businesses into four core divisions. ... |
| | | | ... misleading Centra and causing it to suffer a financial loss. More recently, Alafaci was licensed by Interprac Financial Planning and has also previously been an authorised representative of Charter Financial Planning. He is also a member of the Association ... |
| | | | ... months to June, with institutionally-owned practices capturing 64% of the market. Synchron, Dover, GPS Wealth, Merit and Interprac are the five largest non-institutional advice groups with 1562 advisers, up 39% year-on-year. Non-institutionally aligned ... |
| | | | ... 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 ... |
| | | | ... 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. Interprac will ... |
| | | | ... 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' to market ... |
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