Financial Planning | Melbourne | InterPrac

InterPrac Financial Planning

Helping client-focussed, accountant aligned financial planners to deliver integrated and practical solutions

The InterPrac Financial Planning Story

InterPrac Financial Planning (AFSL 246638), is a core business within the InterPrac Group. Endorsed by the National Tax & Accountants’ Association, InterPrac was founded in 2001 with the aim of delivering professional services to accountants.

We are an Australian Financial Services Licensee (AFSL) with a growing national network of high quality financial advisers.

InterPrac Financial Planning is the easy choice, enabling you to deliver integrated and practical financial service solutions to your clients.

InterPrac Financial Planning maintains a broad approved product list which offers freedom of choice and gives you access to a wide range of possible solutions to best meet your clients immediate and longer term financial goals. This gives a significant advantage, allowing you to give your clients quality advice and services without the constraint of a restrictive recommended product list or external corporate culture.

Our mission is to help advisers build profitable, sustainable businesses. You are in control of your practice and InterPrac gives you the flexibility to expand your services to accommodate the rapidly growing area of financial planning. At InterPrac Financial Planning, we understand your desire to assist your clients in their endeavours to live their best life, as an outcome of the financial advice you provide. As fellow business owners, we want to do our best to enable you to live your best life too.

Whether you are just starting out as a financial planner, or you have an established financial planning practice, InterPrac has the flexibility to support you in your endeavours. InterPrac Financial Planning works with you to help you deliver cost-effective financial advice. Support we provide our advisers includes compliance, marketing, back office assistance, fee for service collection, a broad approved product list, and access to para planning services, research, Professional Development days, seminars and practice development.

If you have any questions, please contact:

Samantha Amos – National Practice Manager – phone 0405 749 359 /email samantha.amos@interprac.com.au

Mark Ryan – National Development Manager – phone 0423 580 578/email mark.ryan@interprac.com.au 

Tristan Utting – Practice Manager – phone 0433 424 696 / email Tristan.utting@interprac.com.au

 

Contact Us

Meet the Team

More

Choosing the Right AFSL for You

More

Becoming an InterPrac Financial Planner

More

Adviser Resource Centre

More

Login to Partner Portal

More

What they say about InterPrac Finanical Planning

Separator
  • InterPrac Financial Planning provides a professional and inexpensive service that allows our practice to provide financial planning advice to our clients in the most efficient way. They can be involved in the financial planning service you provide as much or as little as you want them to be.

    Tony Perkins, PDS Shaw & Co.

  • I have been Authorised Representative of InterPrac Financial Planning and associated with them since 2008. I am highly satisfied with their service offering but moreover, the support available to our business, being a sole practitioner accountant and investment advisor. Situated in rural Victoria this service definitely provides us with a competitive edge. The combined service offerings to accounting and adviser businesses is recommendable but moreover the friendly and helpful staff and the management of InterPrac has contributed significantly to the successes of our business.

    George Nicholson, Dainbridge Nicholson Pty Ltd

  • InterPrac Financial Planning provides advice and support, free of institutional constraints. They are readily available to assist in areas such as practice development and have provided a common sense approach to compliance issues.

    Hamilton Hume, mhp Financial Planning Pty Ltd

January 17th, 2019

Authorised Representatives FREE Legal Docs for January

You can now access Australia’s best legal structures, including Companies, Trusts and Superfunds for your client from your dealer group. We...

November 1st, 2017

How Recent Super Changes Affect ABPs and TRIS

Despite the recent superannuation reforms, and the introduction of the new transfer balance cap, starting an ABP is still very...