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Showing 61 - 70 of 113 results for "InterPrac"

Zurich, InterPrac, Sequoia back pro-bono advice

CASSANDRA BALDINI  |  WEDNESDAY, 31 MAY 2023
The Pro Bono Financial Advice Network (PFAN) has joined forces with Zurich Assure, InterPrac and Sequoia to deliver pro bono advice to individuals living with personal health issues. Through the partnership, the financial institutions will work with ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... Boutique non-aligned AFSLs were the winners, attracting almost all the new advisers during the quarter. Oracle Advisory, Interprac, Advice Evolution, Zurich Assure and Siria Group experienced the most rapid growth over the period. A snapshot of year-on-year ...

Sequoia FG revises profit expectations

JAMIE WILLIAMSON  |  MONDAY, 23 JAN 2023
... professional indemnity insurers, Sequoia said it has "not recognised a contingent asset at this stage." However, its licensee Interprac Financial Planning has added advisers in recent months, which Sequoia said is pushing an expectation that the licensee ...

Adviser who faked signatures sentenced in court

CHLOE WALKER  |  MONDAY, 16 JAN 2023
... documents between February 2010 and December 2018, while he was an authorised representative of GWM Adviser Services and Interprac Financial Planning. In sentencing Nguyen, Magistrate Nitschke said: "It is a serious matter to falsify company records" ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
... Lifespan Financial 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 ...

ASIC dishes out permanent ban to 'lifestyle' adviser

JAMIE WILLIAMSON  |  WEDNESDAY, 12 OCT 2022
A former Dover and Interprac financial adviser who was found to be unfit to operate in the industry in any capacity was permanently banned by the regulator. ASIC said James Carlos Reynolds purported to offer 'lifestyle' financial advice as sole director ...

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
... books following an 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 ...

Adviser numbers close in on 17k

KARREN VERGARA  |  FRIDAY, 18 MAR 2022
... Charter Financial 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 ...

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).