About Us

At QPP we believe that continuously improving the Advice Document Construction Process to support evolving compliance, technology and people  requirements is critical to the success of our customers and QPP.

How

We invest in our customers by engaging in a Discovery Process to truly understand the unique requirements of the Adviser, their Practice and their Licensee so we can best meet the needs of your business.

 

Once the Practice’s requirements are identified, QPP allocates appropriately skilled and experienced Paraplanners to your business.   We try to match only a few paraplanners to work alongside you, and encourage open communication between yourself and your paraplanners so that you can build an effective and cohesive relationship with your paraplanning team.  This will enable the delivery of a better product and will help us provide better support for your business.

 

Who

QPP’s Paraplanners are carefully selected for their commitment to quality, skills and experience and we align them with the Licensee they are best suited based on their understanding of licensee standards, financial planning software and years of experience. 

 

QPP’s Operations Manager is continuously improving QPP’s Customer and Employee Operational Experience by actively engaging with the Advice Document Manager, Paraplanning and Development Teams to ensure effective and efficient service delivery.  

What

QPP designs and constructs advice documents for Advisers. Want to partner with us?