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Showing 1 - 10 of 39 results for "InterPrac Financial Planning"

Shield Master Fund terminated, new receivers for Keystone Asset Management

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
... 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 in the ...

Falcon Capital, First Guardian Master Fund set for liquidation

KARREN VERGARA  |  TUESDAY, 18 MAR 2025
... 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 frozen for his connection ...

Court acts against two with links to Shield Master Fund

JAMIE WILLIAMSON  |  THURSDAY, 27 FEB 2025
... 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 Egg and Financial ...

Morgans Financial crowned largest licensee

KARREN VERGARA  |  WEDNESDAY, 8 JAN 2025
... 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 (273), Synchron ...

Court appoints receivers to Keystone, Master Shield Fund

MATTHEW WAI  |  MONDAY, 9 SEP 2024
... 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 investment in the ...

Sequoia ends FY24 with 350 advisers

KARREN VERGARA  |  TUESDAY, 27 AUG 2024
... 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 brand, so we can ...

Sequoia professional services lead exits, restructures business

KARREN VERGARA  |  THURSDAY, 4 JUL 2024
... adviser services, and legal and administration services. Licensee and adviser services comprises Interprac Financial Planning, Sequoia Financial Advice, as well as the family office, corporate finance, wealth management, asset management, specialist ...

Adviser numbers plateau

KARREN VERGARA  |  THURSDAY, 18 APR 2024
... 472 representatives, closely followed by Morgans Financial's 423 and Count's 350 advisers. Interprac Financial Planning (326), Alliance Wealth (318), Charter Financial Planning (294), Consultum Financial Advisers (287), Lifespan Financial Planning ...

Adviser numbers stable at 15,650

KARREN VERGARA  |  MONDAY, 15 JAN 2024
... 13% drop in adviser numbers. Morgans Financial with 427 comes second place, while in third place Interprac Financial Planning had 331 employed advisers. Count Financial (310), Alliance Wealth (302), Charter Financial Planning (300), Consultum Financial ...

Sequoia liquidates Libertas Financial Planning

KARREN VERGARA  |  FRIDAY, 1 SEP 2023
... Financial Group four years after it was acquired. Libertas' operations and customers will transfer to Interprac Financial Planning and Sequoia Wealth Management "to achieve operational and cost synergies", the ASX-listed group said yesterday, as ...
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