At Quality Para Planning we believe communication and collaboration create efficient, accurate and compliant Statements of Advice. Our qualified Australian onshore outsource paraplanners work with you like an extension to your business.   

Personalised

 

Our qualified Australian onshore outsource paraplanners prepare advice documents, complete modelling and research, and provide strategy development and administration services in line with your Licensee compliance requirements and personalised to your client's situation.
 
It's quick and easy to order an advice document or other advice service with our unique online booking, workflow management, and communication system, SoA Manager.
Accurate

 

Our team is focused on presenting your recommendations in a clear, concise and accurate manner so that your clients can easily understand how your advice is in their best interest. 
We take special care to ensure your Statements of Advice are of the highest quality.
Our workflow management system, SoA Manager, makes it easy to see how your order is tracking. 
 
Compliant
 
At Quality Para Planning, we are compliance focused.
 
We regularly check licensee compliance requirements with inhouse compliance teams and advisers.
We work with licensees including, but not limited to:
Fortnum Private Wealth
Alliance Wealth (Centrepoint Alliance)
Clearview Wealth
Matrix Planning Solutions
Count Financial Group
IOOF/Insignia
Synchron
Self licensed
SoA Manager securely stores Xplan and other system credentials as well as compliance requirement information to make the process easy.
Contact us to add your licensee to the list.
Professional
 
Outsource paraplanning is an extension to your business. We understand that your advice documents are a reflection of you and your practice and we assign paraplanners who work closely with you, like part of the team.
 
SoA Manager's online communication and workflow system makes it easy to communicate and collaborate with your paraplanner for an easy and efficient process.