Selecting the right Australian Financial Services Licence (AFSL) is one of the most important decisions you’ll make as a financial adviser or accountant. The right licensee doesn’t just ensure compliance, it empowers you to grow confidently, deliver exceptional client outcomes, and build a sustainable business.
At InterPrac Financial Planning, part of Sequoia Financial Group, we understand that advisers value flexibility, transparency, and strong support systems. That’s why we provide a balanced model giving you the freedom to operate your own business while being backed by one of Australia’s most experienced and trusted financial services networks.
When choosing an AFSL, consider factors such as:
At InterPrac, we help advisers answer “yes” to every one of these questions. We’re more than a licensee – we’re your strategic growth partner.
We currently manage over AUD $18 billion in total assets, comprising AUD $10 billion in investment platforms and AUD $8 billion in direct investments. Our approach is independent and research-driven, ensuring that client outcomes are always at the forefront of our decisions.
We maintain no bias toward any specific platform or product provider. Instead, we leverage comprehensive industry research from multiple reputable sources to build an Approved Product List (APL) that combines both direct and indirect investment opportunities.
This diversified, evidence-based framework allows us to design portfolios that align closely with each client’s objectives, risk tolerance, and long-term financial goals, delivering balanced exposure and consistent performance across market conditions.
Absolutely. We offer the tools, insights, and partnerships you need to grow a profitable and future-ready financial advice business.
InterPrac Financial Planning has grown from a single in-house adviser to a national network of over 350 Authorised Representatives – a testament to the strength of our support and culture.
Our services include:
Whether you’re establishing a new advice business or scaling an existing one, InterPrac helps you develop a strategic action plan that blends personal growth, professional success, and regulatory confidence.
An Approved Product List (APL) is a list of investment products, risk insurance, superannuation, and other financial products. The licensee has approved these for use by its authorised representatives.
We maintain no bias toward any specific platform or product provider.
Instead, we leverage comprehensive industry research from multiple reputable sources to build an Approved Product List (APL) that combines both direct and indirect investment opportunities.
Our APL is managed by our Investment Committee. We have a diverse approved product list including ASX 300 shares (including Exchange Traded Funds and Listed Investment Companies) and the ability to seek approval for stocks outside the ASX 300, all insurance providers and all product platforms.
Advice on direct shares must be underpinned by qualitative research obtained from a qualified source, such as a stock broker or analyst.
Managed Funds must have a Recommended and Highly Recommended rating by Lonsec (a highly regarded independent research provider). However, we do look at research from other providers (such as Morningstar Research and SQM) if and when required.
Our mission is to help advisers build a profitable, sustainable business, and enable you to deliver an integrated and practical financial service solution to your clients. To support this endeavour, we recognise that many planners may have existing relationships with a variety of software providers and we work with those providers where possible to implement the InterPrac Financial Planning templates and tools.
Software costs are not included in Authorised Representative fees. You may choose to use any software you like. These costs will vary subject to the software you use and the modules you choose within it. We support Xplan, Midwinter and AdviserLogic software, plus Astute Wheel: Client Engagement Tools, which means you can have access to these at wholesale rates with all key documents coded for your benefit.
You are not required to have software if you do not wish to have it. You can use the broad collection of documents we have available including those of the software providers noted above, or alternatively, once approved by our Compliance Manager, you can use your own Fact Find and Risk Profile tools.
Yes. You have worked hard to build your practice, and we encourage you to continue to grow your own brand and practice identity.
Online research from Lonsec on managed funds, direct shares, LIC’s and ETF’s is provided, and registration with Technical Support Hotlines with most product providers (including BT, TAL, AIA, Challenger, Macquarie, IOOF, Netwealth, AMP and Colonial to name a few) has been set up. Additionally, many advisers use SQM and Morningstar for research at their own expense.
You’re likely a great fit if you’re:
Sound like you?
Start a conversation with our Practice Development Team:
maria.sherwill@interprac.com.au
At InterPrac, part of Sequoia Financial Group, every adviser is supported by a team that understands what it takes
to build and scale a successful financial advice business.
Our Compliance Managers and Practice Development Managers provide structure, clarity, and commercial insight to help
advisers thrive in a constantly evolving regulatory environment.
We believe compliance should empower, not restrict your business. That’s why our approach is collaborative,
transparent, and commercially practical, ensuring you can meet your obligations while still focusing on growth and client outcomes.
From strategic planning and tailored coaching to regulatory support, we work alongside you to scale your business sustainably and confidently.
Our Compliance Managers and Practice Development Managers provide structure, clarity, and commercial insight to help advisers thrive in a constantly evolving regulatory environment.
We believe compliance should empower, not restrict your business. That’s why our approach is collaborative, transparent, and commercially practical, ensuring you can meet your obligations while still focusing on growth and client outcomes.
From strategic planning and tailored coaching to regulatory support, we work alongside you to scale your business sustainably and confidently.
If you’re ready to align with a licensee that genuinely supports your business growth, connect with our team today
Join a network where your success is our shared goal. Partner with InterPrac Financial Planning and gain access to the people, tools, and experience that help you grow faster, with confidence.
Start a conversation Maria at maria.sherwill@interprac.com.au to discuss how InterPrac can support your journey.
