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Showing 1 - 8 of 8 results for "iPlan"

AZ NGA forms strategic partnership with Qld advice firm

MATTHEW WAI  |  FRIDAY, 12 SEP 2025
... shareholder last year. The transaction was finalised in December. In March, Eureka Whittaker Macnaught and Foster Raffan iPlan - both part of AZ NGA - merged to form a large, multi-disciplinary firm serving around 2500 clients.

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
Eureka Whittaker Macnaught (EWM) and Foster Raffan iPlan have merged to form a large, multi-disciplinary firm serving around 2500 clients. The merged firm is home to 44 employees, including 20 financial advisers, and operates in six locations across ...

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... also be strengthened with this merger," he said. In recent transactions, AZ NGA acquired a 42% interest in Foster Raffan iPlan. It bought a stake in accounting and advice firm McLean Delmo Bentleys in February and SCM Financial Group last November. Commenting ...

AZ NGA acquires stake in Sydney advice firm

CASSANDRA BALDINI  |  MONDAY, 31 JUL 2023
AZ NGA has acquired an economic interest of 42% in Foster Raffan iPlan, to support the business in its growth and expansion endeavours. Based in North Sydney, Foster Raffan iPlan specialises in wealth management and retirement planning and is led by ...

Futuro makes five key appointments

ALEX BURKE  |  FRIDAY, 23 OCT 2015
... aligned practices. Manly Financial Services in Sydney has appointed a senior strategy and research adviser, Brisbane-based iPlan has hired a planner, and Stablewealth in Perth has appointed a technical planner, para-planner and client service coordinator. ...

ASIC forces iPlan to hire compliance expert

MATT WOODINGTON  |  THURSDAY, 9 JUN 2011
ASIC has imposed new conditions on iPlan's Australian financial services (AFS) licence after it unearthed a conflict of interest relating to the use of investment platforms. Under the terms of its revised licence iPlan must appoint an independent compliance ...

Adviser Toolbox free for planners

ELISE BURGESS  |  THURSDAY, 9 DEC 2010
New planning website, Adviser Toolbox, taps imminent regulatory reforms to appeal to planners. The group, owned by boutique financial planning business Iplanner, was created by advisers, paraplanners and software technicians as an efficient online financial ...

Morningstar to buy Ibbotson

... advisers and institutions. For example, Ibbotson owns web-based and live asset allocation training programs, the popular iPlan and enCorr software solutions, and retirement plan advisory services. Phillip Gray, Morningstar Australia's spokesperson, says ...
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