Our mission is to deliver
fast, accurate and compliant SoA's.
You have told us that turnaround time is a key issue... So we have made this our mission. Of course, we won't compromise quality and all our SoA's meet Best Interest Obligations and licensee standards of advice requirements.
Outsourcing has been a big part of my life now for the past 12 years. It soon became evident to me when I was advising that the time spent either by myself and/or our support staff preparing SoA’s was outweighing the time that I wanted to spend with and on clients while achieving my personal and professional goals. It didn’t take me long to work out that if I was going to be a successful Adviser that I needed to specialise in Advice and leave Paraplanners to specialise in Paraplanning.
With a desire for independence, combined with the need for flexibility and my skill sets, it became clear that I was well placed to provide a Paraplanning service to Advisers that they could have faith in and a system that they can trust to deliver all of their advice documents on time, for a fixed fee. I believe that I have since been able to achieve this at QPP. It’s my goal to make sure that we can continue to evolve to meet our customer's advice document requirements with speed, accuracy and compliance.
My experience within the financial services industry over the past 3 decades has included working in a number of licensees. I have had experience in stockbroking, paraplanning, technical advice, business coaching and as a financial adviser. I am also a Certified Financial Planner (CFP®).