What is Paraplanner?
Paraplanner is Australia's largest contract Paraplanning business 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
We align advisers looking to outsource their Paraplanning with a dedicated Paraplanner who has experience dealing with the advisers Licensee / Software / Advice Strategy types. 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.