Search Results | Showing 61 - 69 of 69 results for "Interprac Financial Planning" |
| | | ... permanently banned by ASIC for dishonest conduct while licensed by GWM Adviser Services and later Interprac Financial Planning. An investigation found Nguyen, a Certified Financial Planner, had backdated advice documents to clients and incorrectly witnessed ... |
| | | | ... adviser numbers, Rainmaker said. For instance, a majority of the AIOFP's membership is licensed by Interprac Financial Planning and the majority of the FBAA's is aligned with AMP Financial Planning, as are the MFAA's. There are more advisers from a greater ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 and audit ... |
| | | | 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 ... |
| | | | ... 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 in place a number of ... |
| | | | ... broking, financial planning and services for the establishment of companies, trusts and SMSF funds. InterPrac Financial Planning is an AFSL holder, a member of NTAA advice and has over 90 authorised representatives with over $1 billion in funds under ... |
|