Financial Planning
InterPrac Financial Planning offers NTAA members a number of alternatives in addressing the financial planning needs of their clients.
Dedicated financial planners offer a range of services.
- An independent product list with a broad range of investment types and sector spread.
- Client seminars on topics including property, superannuation, direct share portfolios, tax effective investments and managed funds.
- Providing your practice with a new revenue stream without the expense of running this business unit out of your practice.
- Supplying regular, personalised economic updates and newsletters.
- Offering members wanting to build their own financial planning practice an authority under the InterPrac Financial Planning licence to address the upcoming FSRA guidelines.
Managing Director Garry Crole, comes to InterPrac with a wealth of experience in managing a large dealer group, having founded the publicly ASX listed, Deakin Financial Services Limited