Paraplanner Pro is a professional, outsourced paraplanning service committed to empowering Australian Financial Advisers to reach their goals. As Financial Planners, you spend the majority of your day formulating strategies that will assist your valued clients. All too often, you find there isn’t much time left in the day to focus on what matters to you the most. That’s where Paraplanner Pro can help! We empower you to reclaim your precious time by managing your paraplanning requirements.
Our qualified, skilled and passionate contract paraplanners are hand-picked for their wealth of knowledge, experience and ability to stay abreast of legislative reform. Our paraplanners possess at a minimum, a Diploma of Financial Planning and are encouraged to continue studying.
We value your business and are committed to not only deliver high quality documents but also to provide our Financial Advisers with the best client experience possible. With the understanding that the Statement of Advice you present to your clients is a reflection of you, we pride ourselves on delivering financial documents that are articulate, compliant and illustrate the benefits of your recommendations. Flexibility is a fundamental aspect of our service delivery and we are able to tailor your Statement of Advice to suit your business’ branding or preferred layout.
Specialists in XPLAN software, we have demonstrable experience in its Portfolios, WealthSolver, Risk Researcher and XTOOLS+ applications. We utilize your XPLAN in-built templates to ensure that your Statement of Advice complies with your Australian Financial Service Licensee’s format. In addition to our Statement of Advice preparation service, we also offer data entry to enable you to present your recommendations without delay.
Our core strengths encompass strategies in: