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Showing 1 - 10 of 68 results for "InterPrac"

ASIC bans advisers for dodgy Shield Master Fund advice

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
... 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 ...

Adviser numbers jump in March quarter: Rainmaker

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... 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 ...

Shield Master Fund terminated, new receivers for Keystone Asset Management

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
... the fund. It then sought to have the fund's assets frozen. ASIC said it was aware of authorised representatives from Interprac Financial Planning, MWL Financial Services, Financial Services Group Australia, and Next Generation Advice having recommended ...

Falcon Capital, First Guardian Master Fund set for liquidation

KARREN VERGARA  |  TUESDAY, 18 MAR 2025
... investment schemes, including First Guardian. Venture Egg is an authorised representative of Sequoia Financial Group's InterPrac Financial Planning. Osama Saad, the director of defunct firms Aus Super Compare and Atlas Marketing, also had his assets ...

Court acts against two with links to Shield Master Fund

JAMIE WILLIAMSON  |  THURSDAY, 27 FEB 2025
... also freezing certain assets until at least April 4. Merhi is a financial adviser based in Melbourne, licensed through Interprac Financial Planning. He is the director of Venture Egg Financial Services and United Financial Advice, which trade as Venture ...

Morgans Financial crowned largest licensee

KARREN VERGARA  |  WEDNESDAY, 8 JAN 2025
... shows. Alliance Wealth's 367 advisers rounds up the top three largest licensees in Australia. Count Financial (344), Interprac Financial Planning (321), Charter Financial Planning (296), Lifespan Financial Planning (290), Consultum Financial Advisers ...

Medium-sized advice firms flourish: Research

KARREN VERGARA  |  THURSDAY, 24 OCT 2024
... a new AFSL during the period. The five AFSLs that attracted the most advisers are Alliance Wealth, Shaw & Partners, Interprac, RI Advice, and Morgans Financial. Registered advisers operating via a superannuation fund-owned AFSL fell 6.1% year on year. ...

Court appoints receivers to Keystone, Master Shield Fund

MATTHEW WAI  |  MONDAY, 9 SEP 2024
... Equity Trustees' NQ Super and Super Simplifier platforms. ASIC said it is aware of authorised representatives from Interprac Financial Planning, MWL Financial Services, Financial Services Group Australia, and Next Generation Advice having recommended ...

Sequoia ends FY24 with 350 advisers

KARREN VERGARA  |  TUESDAY, 27 AUG 2024
... goals over the next two years is to further expand our number of self-employed advisers in financial planning under the Interprac Financial Planning brand and add expertise and new business specialist equity advisers under the Sequoia Wealth Management ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2024
... financial advisers registered with a new AFSL in FY24. The five AFSLs attracting the lion's share were Alliance Wealth, Interprac, Shaw and Partners, Synchron Advice, and Charter Financial Planning. Rainmaker calculated a total of 15,825 financial ...
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