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Showing 1 - 2 of 2 results for "miPlan"

ASIC reviews lead generators again, names advisers using them

JAMIE WILLIAMSON  |  WEDNESDAY, 18 FEB 2026
... to have acquired leads is dominated by Lifestyle Asset Management and Interprac Financial Planning, however Synchron and MiPlan Advisory also feature. "ASIC warns that lead generators that mislead consumers, utilise high pressure tactics or provide financial ...

Fin365 to launch hybrid advice platform

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
Fin365 is planning to launch a robo-advice platform, having acquired miPlan as part of its strategy. miPlan is a privately-owned, self-licensed robo-advice platform for individuals, retirees and small businesses. The acquisition aligns with Fin365's ...
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