The ComplyX vision was born in 2014. Long before this however, Alex had held positions as Practice Development Manager, Product Manager (Fintech), Adviser and Senior Paraplanner roles. On the back of successfully having built the team, Alex saw an opportunity to align both onshore (Australia) and offshore (Philippines) paraplanning with compliance consulting. This created a way for a financial planning licensee to outsource their paraplanning with full confidence and outsource their compliance reviews, audits, training and further compliance consulting to a team of Australian based consultants.
The last component of ComplyX was born out of the other offerings you typically provide your clients. Accounting and Mortgage broking support services is something we now offer along with Technology Development (websites, portals, etc.). The same dedication from staff, similar savings and efficiency gains to grow your bottom line.