Search Results | Showing 1 - 10 of 68 results for "InterPrac" |
| | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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. ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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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