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Search ResultsShowing 1 - 10 of 26 results for "Interprac"
Advice group flees MLC after IOOF takeover
ANNABELLE DICKSON  |  TUESDAY, 1 SEP 2020
... biggest group of advisers was one of the main reasons he decided to change licensees to Sequoia Financial subsidiary InterPrac. "We did not want to be going to another large institutional licensee that is aligned with products or insurance. Clients don't ...
Almost 2000 advisers gone so far in 2020
ELIZABETH MCARTHUR  |  TUESDAY, 21 JUL 2020
... Substantially fewer licensees managed to pick up advisers during the period, and those who did gained smaller numbers. Interprac and Sequoia both gained financial advisers due to acquisitions, picking up 38 and 20 respectively. Lifespan also gained 36 ...
Sequoia acquires advice firm
ALLY SELBY  |  WEDNESDAY, 8 JUL 2020
... into a purchase of assets agreement with financial advice firm Total Cover Australia, through the company's subsidiary InterPrac Securities. It is the fourth acquisition of a retiring InterPrac adviser's portfolio over the last three years, with Sequoia ...
YBR national advice lead moves to Interprac
ELIZABETH MCARTHUR  |  FRIDAY, 3 APR 2020
Former Yellow Brick Road national advice manager Sharon Walker has moved to Interprac as part of its acquisition of the YBR advice business. Walker moved into the role of practice development manager at Interprac in March. Interprac managing director ...
YBR exits wealth, sells for $2.5 million
ELIZABETH MCARTHUR  |  MONDAY, 6 JAN 2020
... recurring revenue streams derived from its wealth advice and life insurance distribution businesses has been sold to Interprac, a wholly owned subsidiary of Sequoia Group. The sale will mean current YBR Wealth advisers will become licenced advisers of ...
Sequoia acquires dealer group
JAMIE WILLIAMSON  |  TUESDAY, 6 AUG 2019
... representatives as at August 1, 60 of which are active financial advisers. Under the arrangement, Libertas will remain separate to InterPrac and continue to operate under its own AFSL, brand and identity. It marks the eighth separate AFSL operating within ...
Managed accounts hit milestone
ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
... non-institutionally owned licensees at the end of March represented 1860 advisers. Those groups are Synchron, Merit Wealth, Interprac, Capstone, and Shaw And Partners Limited. The number of advisers in non-institutional AFSL groups is growing almost ...
Advice group hires national practice manager
KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
A financial advice network has hired a practice management professional from InterPrac Financial Planning. Lifespan Financial Planning announced Michael Gershkov has joined the firm's Melbourne office as national practice manager. Gershkov was national ...
ASIC bans former NAB, CBA advisers
JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
... Nguyen of Adelaide was 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 ...
More than half of advisers without association membership
JAMIE WILLIAMSON  |  THURSDAY, 8 NOV 2018
... portion of their 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 ...
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