Financial planning industries are highly demanding. As a financial adviser, you are responsible for conducting thorough research, compiling detailed reports, and providing strong evidence to support your recommendations for each client. These tasks take a considerable amount of time and make it challenging for advisers to handle multiple clients simultaneously, which, in turn, limits the firm’s capacity for business growth.

We offer end-to-end paraplanning solutions to financial planning firms. Our onshore paraplanners are highly skilled industry experts with over 25 years of combined experience and sound regulatory knowledge. They are dedicated to producing top-quality documents that will give you the confidence to navigate your audit session with ease.

Our “Contract Paraplanning” service is exclusively located within Australia. We understand that some of our licensees require financial planners to outsource their work to paraplanners based in Australia only. For this reason, we have a dedicated team of contract paraplanners based in Australia. This ensures that we comply with Australian rules and regulations and keep up-to-date with any changes.

We’ll assign your business a dedicated paraplanner who will cater to your specific needs, niche, and location. In case your dedicated paraplanner is unavailable due to unexpected circumstances such as sickness or leave, don’t worry; we have a larger team with back-up support to ensure that your work is never left incomplete.

At Veda Financial Services, we have a double-digit team of expert paraplanners who are ready to support your advisers with their extensive knowledge of the highly regulated industry.

Contact us today to learn more about how our paraplanners can assist your business.