FINANCIAL PLANNING ADMIN SERVICES

INFORMATION RESEARCH

  • Paraplanning Software Fact Find and Data Entry
  • Transcribe File Notes
  • Superannuation & Insurance Product Comparison
  • Research clients’ existing Superannuation
  • Super fund Summary Report

PAPERWORK & LODGEMENTS

  • Preparation of Rebalance Forms
  • Preparation of Switch Forms
  • Preparation of Super/ Pension Application forms
  • Preparation of Insurance cancellation requests
  • Preparation of beneficiary forms

PREPARING QUOTES

  • Preparation of Rebalance and/or Switch Forms
  • Research clients’ existing Insurance
  • Download of latest PDS

Part Time

$1,750per month
  • (20 hours weekly)

Full Time

$2,950per month
  • (40 hours weekly)
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