About ipac
ipac is a leading financial advice company that helps clients make the right choices to achieve their lifestyle and financial objectives.
History of Ownership and Management
ipac was founded in 1983 in Sydney by four founding directors including Paul Clitheroe who you may know from Channel 9’s ‘Money’ show. These founding directors continue to hold executive roles in the business.
ipac is a wholly owned subsidiary of AXA Asia Pacific Holdings (AXA APH), which is part of the AXA group, a global force in wealth management and financial protection.
Size
ipac has funds under advice of approximately $13 billion for over 20,000 clients from individuals to some of Australia’s largest superannuation funds.
Locations
ipac offices are located in Sydney, Brisbane, Melbourne, Mosman, Newcastle and Parramatta. ipac also has established relationships with a number of partner financial advice firms across Australia who have embraced ipac’s Lifestyle Financial Planning approach.
Our Approach
Whatever your challenge or opportunity, there’s an optimal way to handle it. And ipac has experience in helping people achieve financial control across all of these areas.
No book can cover all the financial issues you’ll face in your life. And the chapters don’t open neatly one after the other.
You could be planning your retirement, coping with career transition, saving for your kids’ education and trying to help your ageing parents all at once. The decisions you make in each area affect all your other goals too.
Your situation and goals are unique. And your financial strategy should be too. The best way to ensure all your issues are addressed carefully, and to make informed choices for all your key financial decisions, is to see a qualified financial adviser.
With ipac’s help and guidance, you can write your own chapter to achieve your goals.
for further information about how ipac can assist you contact ipac direct by calling:
Location: |
Contact: |
Sydney |
1800 500 308 |
Melbourne |
1800 500 308 |
Brisbane |
1800 500 308 |
Website |
Disclaimers:
This is owned and operated by HJB. Before you commence using the website you must agree to adhere to the terms and conditions of using the website as changed from time to time.
Whilst HJB has made every effort to ensure the website is free of any computer viruses, it does not guarantee that the website, or any related links will be free from viruses. Any material downloaded from the website is done so at your own risk, ipac is not responsible for any damage to your computer system or loss of data that may result from the use of the website.
All material contained within HJB are governed by the laws applicable to the State of New South Wales and the Commonwealth of Australia.
Material Presented:
The material contained on this website is solely for the use of HJB candidates and has been provided for guidance purposes only. Before relying on any material presented on the website, we recommend that you consult a professional adviser to obtain opinion in relation to your specific circumstances.
No direct or implicit recommendations are given in the material presented. This means the general advice provided has not been prepared taking into account an individuals particular financial circumstances (ie investment objectives, financial situation or particular needs). You should assess whether the advice is appropriate to individual financial circumstances before making an investment decision.
Whilst the material presented on the website is believed to be accurate at the time of publication, no warranty of accuracy reliability or completeness is given and except for liability under statute which cannot be excluded, ipac securities limited and HJB, and its related body corporates disclaim all responsibility for any loss or damage which any person may suffer from reliance on the material presented or any conclusion or recommendation contained in the material whether the loss or damage is caused by any fault or negligence on the part of ipac securities limited and HJB or otherwise.
As ipac and HJB will make every effort to keep the website updated, the material contained on this website is subject to change without prior notice. You may obtain current information from Adviser Services on 1800 626 181.
Ipac and HJB are not tax advisers and do not purport to offer such advice. The taxation information provided is for general purposes only and is current at the time of publication. Investors should see independent taxation advice before making an investment. We recommend that your tax adviser be consulted if there are any questions in relation to any material containing tax information.
Copyright
Except under the conditions described in the Copyright Act 1968 of the Commonwealth of Australia and subsequent amendments no part of the materials presented in this website can be reproduced, stored in a retrieval system or transmitted in any form or by means, electronic, mechanical, photocopying, recording or otherwise without the prior permission of ipac securities limited ABN 30 008 587 595.
ipac securities limited permits you to reproduce certain materials contained in this website such as forms, presentations, checklists and publications. Where materials are reproduced, the document must be retained in its original form and content and must acknowledge ipac's copyright of that content.
"ipac" and all associated trademarks, are trademarks of ipac securities limited.
