Paul Plummer, our CEO and Seanne Baker, General Manager, have both been Quality Advice accredited by GWM Adviser Services Limited under their internal Quality Advice program. This program involves a defined set of standards for measuring the quality of advice. To receive this accreditation, IPS was required to meet a number of essential criteria in relation to financial planning principles, as well as have a number of our financial plans assessed against the Quality Advice standards. In addition, Seanne holds a Bachelor of Economics and Advanced Diploma of Financial Planning. Paul and Seanne are members of the Financial Planning Association and are solely focused on ensuring you are on track to achieve what is important to you by helping you make the most of intelligent financial planning strategies and sticking to the plan.
IPS are authorised representatives of GWM Adviser Services Limited. GWM Adviser Services Limited is associated with the National Australia Bank Limited (NAB) (ABN 12 004 044 937) and is a member of the NAB group of companies.
A number of companies within the NAB group are financial product issuers. IPS also arranges the issue of financial products from a range of providers outside of the NAB group of companies.
Before making a decision to acquire a financial product, you should obtain and read the Product Disclosure Statement (PDS) relating to that product.