Paraplanning Services
FLParaplanning is an Australian-owned and operated company that provides professional paraplanning services.
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Our Paraplanner team specialises in creating high-quality and compliant documents for Statement of Advice (SOA) and Record of Advice (ROA).
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Our team is passionate about the financial planning industry, reflected in our extensive experience in various roles such as paraplanning, consulting, and customer service management.
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Our experience, from small boutique businesses to working with Australia's largest financial services licensee, means that we understand that the needs of every business are different. With this in mind, we offer bespoke solutions depending on how you want to use our services best.
Our Services
Our team is passionate about the financial planning industry, which is reflected in our extensive experience in various roles such as paraplanning, consulting and customer service management. Our experience, from small boutique businesses to working with Australia's largest financial services licensee, means that we understand that the needs of every business are different.
Statement of Advice (SOA)
From risk-only planning to comprehensive advisory papers involving various entities such as SMSF and Family Trust, FLParaplanning will create all the required SOAs.
Record of Advice (ROA)
FLparaplanning will create SOA / ROA with a limited scope to meet the requirements. Not sure if you need ROA or SOA?
Working Papers & Strategy Summaries
Consultants understand that they want to spend more time meeting with their clients and less time working on low-level tasks such as working papers and strategy notes.
Want to outsource this to the Future Paraplanning team? Consistency between notes, working papers, and SOA is essential for a successful audit.
Product Comparisons & Analysis
Want to know if there is a reasonable basis for switching between supermarket and insurance products?
Want to find out the cost and features of a particular product?
FLParaplanning can do this efficiently.
Projections & Modelling
FLParaplanning can model your scenario and provide detailed forecast reports before committing to a full SOA.
Back office support
Although we specialise in paraplanning, our experience in client service management provides a robust platform for lead paraplanning to provide data entry services and research capabilities.
Contact Us
Level 5, 171 Collins Street, Melbourne 3000 Tel: +61 3 8618 6897 Fax: +61 3 8678 1736
Email: flp-info@flparaplanning.com.au www.flparaplanning.com.au
