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Showing 71 - 80 of 112 results for "InterPrac"

Sequoia makes three appointments

ELIZABETH MCARTHUR  |  TUESDAY, 15 FEB 2022
... national advice network. Barry Strapps has joined as regional manager for South Australia and Western Australia. He joined InterPrac last year and prior to that worked at Centrepoint, Asteron and AMP in roles assisting advisers and accountants to build ...

Synchron appoints compliance lead

ELIZABETH MCARTHUR  |  FRIDAY, 4 FEB 2022
... director and responsible 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 ...

Advice industry loses 800 over New Year period

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
... its books. 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 ...

Adviser population drops below 19,000

KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... out the top three. Meanwhile, Synchron (404), Charter Financial Planning (382) and Consultum Financial Advisers (342), Interprac Financial Planning (295), Capstone Financial Planning (267), Lifespan Financial Planning (260) and Alliance Wealth (250) ...

Sequoia buys general insurance book

JAMIE WILLIAMSON  |  THURSDAY, 18 NOV 2021
... company. It has also 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 ...

Adviser support services a boon for Sequoia

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
... financial year. Crole flagged that Sequoia will continue to acquire mid-tier licensee businesses within subsidiaries InterPrac Financial Planning and Sequoia Wealth Management to have a total of 1000 advisers by 2025. It will also acquire customer books ...

Asendium partners with regtech

KARREN VERGARA  |  MONDAY, 9 AUG 2021
... conjunction with law firm Mills Oakley in response to the Hayne Royal Commission. It currently works with licensees such as Interprac, GPS Wealth and Wealth Today. Fourth Line chief executive David Travers said: "Our experience has identified that the ...

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... Services (193). This makes IOOF the largest licensee after it finalised its acquisition of MLC Wealth in early June 2021. Interprac Financial Planning netted a loss of 22 advisers between June and July with 279 at the end of the period. Lifespan Financial ...

Adviser slapped with four-year ban

KARREN VERGARA  |  MONDAY, 28 JUN 2021
Another former Meritum Financial Group and InterPrac Financial Planning adviser has copped a ban from the corporate regulator. From 1 April 2021, ASIC banned Hobart-based Hannah Jennings from providing financial services for four years for failing to ...

Interprac grows advice network

KARREN VERGARA  |  THURSDAY, 10 JUN 2021
Interprac Securities is set to fully acquire two financial advice practices located in Melbourne and Hobart. Interprac Securities will acquire Hobart-based FF Planning Solutions and Melbourne-based SFG Financial Services (not to be confused with Shadforth) ...