InterPrac helps accountants and financial planners deliver financial planning, insurance, finance, administration and technical support for their practice.
Founded in 2001, InterPrac has been helping accountants and advisers deliver quality financial service solutions for your clients, and is an excellent option for practices looking to expand the integrated and practical financial services you can offer to your clients.
We understand that by operating as an extension of your practice, this service we deliver is a reflection on you. This is a responsibility we take very seriously and we are committed to providing you with a professional experience every time.
By choosing InterPrac as your trusted financial services partner, you will have more time to focus on servicing your clients and providing them with valuable strategic advice.
InterPrac Financial Planning Pty Ltd seeks to always work with the Best Interests of our clients, should you be dissatisfied with the conduct of our representative you may contact the Complaints Manager by email email@example.com or telephone (03) 9209 9777 to request a response to your complaint.
We undertake to look to resolve the complaint within 30 days or let you know why it would take longer.
Should we be unable to resolve your complaint then you have the right to lodge a complaint with the Australian Financial Complaints Authority (AFCA). InterPrac is a member of AFCA, which operates a free to consumer dispute resolution service.
AFCA can be contacted as follows.
Mail: GPO Box 3, Melbourne VIC 3001
Phone: 1800 931 678
At InterPrac, our vision is to become the first option to local and independently minded accountants and financial planners seeking professional and reliable financial service advice. Our mission is to:
InterPrac Financial Planning, as part of Sequoia Financial Group, our mission is to become the premier financial services brand in Australia.
To achieve this, we must have core values that is expected from the community that seeks our services.
Our values include:
Integrity “Do the right thing” We promote honesty and openness in all that we do. Under promise and over deliver.
Inclusive We are inclusive in our approach and support diverse backgrounds and talents to deliver on our promises.
Collaborative We foster an environment of collaboration. We consider other’s needs and support a team learning environment.
Client Focus Our customers are our lifeblood and need to be treated with respect. Providing quality advice, products and services that are in the best interest of the client is our priority.
Friendly Choose positivity, be a doer and show gratitude for those who help us.
Innovative Delivery quality and encourage innovation to meet the challenges that stand in the way of excellence.