ipac is an international financial advice and investment group that has been helping clients achieve their financial and chosen lifestyle goals since its formation in Australia in 1983.

ipac manages more than US$13 billion for over 30,000 individuals and institutions worldwide. Its lifestyle financial planning process is practised in Australia, Hong Kong, Singapore, Taiwan, the Philippines, New Zealand and  South Africa.

recognition
In recent years people have increasingly come to value competent financial planning- and in response to this rising demand for qualified and capable financial planning services, Financial Planning Institutes world-wide have begun to offer an arena within which the industry can compete. The Institutes' competitions are aimed at recognising and rewarding financial planning excellence by unearthing the winning gems of talent and the future leaders of the financial planning industry. ipac Asia is proud to have achieved the following:

in Singapore: Winner, Gold Award; AFPJ Financial Adviser of the Year Awards 2004 and Leading Adviser for Asia Award 2005 - ipac client adviser, Roy Varghese.

in Hong Kong at the SCMP/IFPHK Financial Planner Awards:
2007 Overall Catetory Winner - ipac client adviser, Michael Donovan.
2007 Trophy Winners - ipac client advisers, Julian Bannigan, Timothy Dickinson, Michael Donovan, Colemen Lee, Evelyn Lim, David Tehan, Venus Tse and Monica Yiu.
2006 Overall Competition Winner (all categories) & Hong Kong's Best Financial Planner 2006; - ipac client adviser, Rainbow Pan.
2006 Distinguished Award Winner - ipac client adviser, David Tehan.
2006 Trophy Winners - ipac client advisers, Joel Evans, Julian Bannigan and Michael Donovan.

Widely recognised for the quality of its financial planning advice, ipac had the highest-rated financial plan in a 2003 survey on the quality of advice (conducted by the Australian Securities & Investments Commission and the Australian Consumers Association). 

role
Under the Financial Advisers Act, ipac launched its business in both Hong Kong and Singapore in 2003 as a comprehensive financial planning practice. ipac is licensed by the Monetary Authority of Singapore and the Securities and Futures Commission in Hong Kong.

stability
ipac is part of the Global AXA Group, a world wide leader in financial protection and wealth management with assets under management of close around US$1.9 trillion. The AXA Group ranked 15th in the 2007 FORTUNE GLOBAL 500 Survey of "The World's Largest Corporations".

** As of June 2007