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Licensee Paraplanning
Services

Each Licensee has a unique point of difference when working with their Advisers and Paraplanner.com aims to understand each of these unique strengths to ensure we can offer a robust and reliable Paraplanning service.

Paraplanner.com works with each of the Advice practices operating under the License directly, ensuring a solid relationship is established between the dedicated Paraplanner and the Adviser, whilst also working with the Licensee to ensure standards are maintained and enforced.

Paraplanner.com offers the following services to Licensees;

  • Adviser Support & Administration Services - all areas of Adviser and Client interaction
  • Paraplanning Support - preparing Statements of Advice using a wide range of available Software solutions - Xplan, Midwinter, Adviserlogic, COIN, Word Based Templates etc..
  • Vetting Support - a comprehensive Statement of Advice Vetting Service to help businesses that are self-generating their SoA to have a second set of eyes and help find errors and omissions that might have otherwise been missed.

We have a large team of highly experienced Australian based Paraplanners/ex-Advisers/Vetting Officers which enables us to team up with Licencees wanting a complete level of service for their business.
PARAPLANNER - COPYRIGHT © 2015  |  NSW - 02 9011 6006 | VIC - 03 9017 3528 | WA - 08 6461 6642 | QLD - 07 3333 2665