Melbourne, Australia
InterPrac Financial Planning is a leading provider of integrated and practical financial service solutions for clients. Established in 2001, it operates as an Australian Financial Services Licensee (AFSL) with a national network of high-quality financial advisers. The company is fully owned by the Sequoia Financial Group (ASX:SEQ), providing significant advantages for delivering quality advice and services with a broad approved product list.
The company's mission is to support advisers in building profitable and sustainable businesses, offering flexibility and support for both new and established financial planners. InterPrac Financial Planning has been recognized as the number 1 preferred AFSL by advisers in the InvestorDaily Magazine Dealer Group of Choice Adviser Satisfaction Survey in 2015 and 2016, and as a runner-up in 2017. It was also shortlisted as Dealer Group of the Year in the ifa Excellence Awards 2017.
Overall, InterPrac Financial Planning stands as a robust player in the financial services and insurance industries, backed by its strong reputation and support for financial advisers, making it an attractive potential investment opportunity for venture capital firms seeking to tap into the growing financial planning sector.
