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

Mark Ryan – National Development Manager – phone 0423 580 578/email 

Tristan Utting – Practice Manager – phone 0433 424 696 / email


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What they say about InterPrac Finanical Planning

  • 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.

  • InterPrac Financial Planning have been extremely supportive of my endeavours to bring financial planning to my accounting clients, assisting me with everything from flexible training options and the development of marketing strategies, to keeping me focused on moving the financial planning side of my business forward when it can easily be pushed aside for my firms primary accounting focus. The team have always been happy to answer questions about products or discuss potential solutions for my clients when I need a sounding board and to provide assistance in reviewing my advice to ensure it meets their requirements if I head in a new direction. This high level of support has been invaluable to me as both a business owner and an adviser, and I would strongly recommend them to anyone looking for top notch support.

    Tracey Hunter, Tinworth Business Solutions

  • 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

  • I have been part of InterPrac Financial Planning since its inception. Have never ever considered leaving as they have always supported me in every way that I have requested. There has never been a push to make more sales. They have just left me go along at my own speed to make sure that I give my clients the best possible service. In my opinion their structure and quality staff make it a win win situation for me and them.

    Leigh Byron, Life Power Pty Ltd

  • Having worked under the InterPrac Financial Planning licence for over 2 years now, it is my experience that they have the unique ability to cater for the most discerning advisor. Their flexibility with regards to their Approved Product List, their ability to adapt to each individual adviser's situation, and their speed of response to particular situations makes the overall experience of providing timely financial advice to clients so much easier. Having worked with the inflexibility of larger institutions, and the difficulty of establishing the necessary personalised lines of communications that are so critical when providing superior client service, I recommend InterPrac as a dealer who has successfully adapted to the ongoing changing environment of financial services advice.

    Brian Mullins, McCabe Weston Financial Services Pty Ltd

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