Financial Planning

Becoming an Authorised Representative

A quality option for NTAA Members

Align yourself with InterPrac Financial Planning (IFP), which, exclusively offers NTAA members a competitive fee structure and superior dealer support.

This robust option will suit accountants where Financial Planning is a core part of their business. IFP provides a full service solution for those requiring and wanting guidance in developing a profitable and successful financial planning business.

With IFP, the Authorised Representative receives a list of services that include:

• Autonomous product list
• Life insurance comparative software
• Professional Development days
• Integratec technical library
• Monthly training videos
• Technical support hotline
• Compliance support & hotline
• Financial Planning software
• Morningstar online research
• Para planning service
• Business Development support

For more information contact one of our friendly staff.