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Search ResultsShowing 1 - 10 of 11 results for "Interprac Financial Planning"
Sequoia reveals strategic plans
ANNABELLE DICKSON  |  FRIDAY, 20 NOV 2020
... numbers." In addition, Sequoia said it aims to increase the scale of each of its businesses including Interprac Financial Planning as well as increasing the number of third party licensees using a Sequoia-owned service. The new strategic objectives come ...
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
... 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 and incorrectly witnessed ...
More than half of advisers without association membership
JAMIE WILLIAMSON  |  THURSDAY, 8 NOV 2018
... 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 advisers from a greater ...
Former Centra Wealth adviser banned
JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
... misleading Centra and causing it to suffer a financial loss. More recently, Alafaci was licensed by Interprac Financial Planning and has also previously been an authorised representative of Charter Financial Planning. He is also a member of the Association ...
PayLogic signs new AFSL client
JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
... the latest to partner with AdviserLogic, now using its PayLogic software. Advisers licensed through InterPrac Financial Planning will now have access to the revenue management software, expanding AdviserLogic's user base by 200 advisers. Interprac will ...
False ASIC licensing claims lead to closure
JAMIE WILLIAMSON  |  WEDNESDAY, 8 MAR 2017
... closed his website following an investigation by ASIC. Stephen Burgin, an authorised representative of Interprac Financial Planning, falsely claimed to be a 'senior ASIC licenced adviser' and an 'ASIC licenced fractional property consultant' to market ...
Key board appointment for Sequoia
JAMIE WILLIAMSON  |  MONDAY, 21 NOV 2016
... non-executive director. Sequoia has appointed Garry Crole, managing director of independently owned AFSL, Interprac Financial Planning. Crole will also join Sequoia's governance committee, risk & compliance committee, remuneration committee and audit ...
InterPrac appoints advice manager from Capstone
ALEX BURKE  |  TUESDAY, 26 APR 2016
InterPrac Financial Planning has appointed a national advice manager. Rae Stagbouer joins Interprac from Capstone Financial Planning, where she was a professional standards officer. Commenting on her appointment, she said: "This is an exciting time ...
Poor advice forces changes to SMSF practice
LAURA MILLAN  |  THURSDAY, 2 OCT 2014
... its advice processes over concerns that it was providing poor advice to clients. Melbourne-based Interprac Financial Planning agreed to address concerns from the Australian Securities and Investments Commission (ASIC) by putting in place a number of ...
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