Sequoia Financial Group has given InterPrac Financial Planning advisers the option of a clean exit strategy after reaching a transition agreement with boutique licensee Avalon FS that would free them from the two-year PI insurance levy imposed on exiting authorised representatives, as ownership is set to transition to Conquest Investment Partners.
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We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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