Sequoia Financial Group announces appointment of Bernie Fernandes as State Manager for WA and SA

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Sequoia Financial Group Limited (Sequoia) Managing Director and CEO Mr Garry Crole has announced that following a comprehensive executive search, Mr Bernie Fernandes has been appointed the national advisory group’s State Manager for Western and

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Trapnell joins Sequoia

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Sequoia Financial Group (ASX:SEQ) (Sequoia) has appointed former Synchron Head of Adviser Support, Jonathan Trapnell, to assist the group in managing its education and licensee partnership programs, effective Monday 28

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PFAN adds Zurich Assure, Interprac and Sequoia to adviser network

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The Pro Bono Financial Advice Network (PFAN) is pleased to announce Zurich Assure, Interprac and Sequoia have joined the PFAN adviser network, supporting advisers to deliver pro bono advice to

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Lonsec appointed exclusive research partner for InterPrac Financial Planning

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Lonsec Holdings has announced its partnership with InterPrac Financial Planning. Lonsec has been appointed the mandated research provider for InterPrac and has commenced a bespoke onboarding program for all advisers

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Financial services consumers need help now – FP subsidy a solution worth considering  

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Sequoia Financial Group Ltd (Sequoia) Managing Director Garry Crole has identified an urgent need for consumers to receive financial advice relating to the COVID 19 support packages and calls on

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Sequoia announces acquisition of national licensee Libertas Financial Planning

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Sequoia Financial Group Ltd (Sequoia) CEO Garry Crole has announced the successful acquisition of Sydney headquartered national licensee Libertas Financial Planning Pty Ltd (Libertas). Under the arrangement, Libertas will remain

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Business as usual following Sequoia purchase of InterPrac

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“We expect it to be business as usual,” following InterPrac’s acceptance of Sequoia Financial Group’s (Sequoia) proposed purchase of the national licensee,said InterPrac’s Managing Director, Garry Crole. “Under the arrangement

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InterPrac accolades and success underpinned by internal culture of service & staying relevant to advisers

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Melbourne based MD Financial Planning P/L principal Mary De Angelis and Sydney headquartered Capitaleyes Financial Planning P/L principal Charbel Fahd are not surprised InterPrac Financial Planning (InterPrac) will end 2016

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Record attendees at InterPrac National Conference reflects growth and professional offerings for accountants

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InterPrac Financial Planning’s (InterPrac) National PD Conference attracted nearly 200 practice managers, advisers and support staff to Melbourne for the dealer group’s annual event with the attendees overwhelmingly praising the

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HUB24 Platform selected for NTAA’s SMSF initiative

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Leading investment and superannuation platform provider, Investorfirst Ltd (ASX: INQ), is pleased to announce it has signed a Platform Distribution Agreement with InterPrac Ltd (InterPrac). The agreement will see the

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