ipac south australia
our history
ipac south australia started out as Portfolio Planning Solutions in 1978. It was established to service the financial needs of the people of South Australia.
Since then, the business has grown substantially with the acquisition of bmri Financial Services, Monitor Money, Wealth Concepts, Smart Money, Intervest Financial and XPAL Planning.
In light of this business growth, it was decided in 2011 to rename the business – ipac south australia.
our relationship with ipac
The equity partnership with ipac securities limited means that 100% of the shares in ipac south australia will be owned by ipac in the future. This arrangement benefits our clients as it ensures a continuation of support and service both now and in the future.
ipac securities limited is a wholly owned subsidiary of AMP. AMP is a top 200 Australian company and has been in business for over 160 years.