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Outsourced Paraplanning

We strongly believe that doing your own paraplanning, or employing someone in house, costs you money and time that would be better directed at growing your business. We understand the complexities around not only delivering compliant SoA’s but making sure there is a robust vetting process around this that entails delivering advice that is in the clients best interest.

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Specialty Services

We are a team of offshore outsourced paraplanners based in the Philippines; backed by an Australian based compliance consulting group.

Outsourced Paraplanning

We have developed a very effective way to make offshore outsourced paraplanning work. We have combined an existing offshore paraplanning business in the Philippines, established by Alex Gassner in 2014, with an onshore compliance consultancy group based in Sydney, Australia. This combination allows for an Australian based compliance layer to ensure strict vetting of SoA’s.

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Compliance Consulting

We are a team of Australian based compliance consultants who work with mid to large licensees. Having 18 years experience, working predominately across licensee management, we are able to support AFSL holders with their various compliance arrangements, including but not limited to:

Targeted file reviews, Responsible Manager, Training and Board Representation.

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Human Resources

We have staff who work in other industries outside of Financial Planning. We expanded our offering in response to the ever-changing nature of what services our clients offer. We offer dedicated resources in the following industries:

Accounting

Technology Developers

Loan Processing

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Company Figures

Making An Impact In Your Business

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SoA’s Delivered On Time
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SoA Rework Goal
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Estimated Savings Per Paraplanner
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