What is Paraplanner?
Paraplanner is a marketplace that connects financial advisers with the best paraplanners in Australia, bringing the efficiency & cost-savings of contract paraplanning in an easy-to-manage way.
For Financial Advisers
Our simple paraplanning platform matches advisers looking to outsource their paraplanning with a network of trained & experienced paraplanners. Advisers are established with an offsite paraplanner that meets their business requirements (based on years of paraplanning experience, software experience, previous dealer experience, cost, state & turnaround time).
For expert paraplanners with contract paraplanning experience, Paraplanner offers a platform to securely offer your services to prepare Statements of Advice documents, manage information requests and be paid promptly.
Paraplanner – making the preparation and management of paraplanning contracts easy.