Dedicated Paraplanners on Request

Our paraplanning team is based in Australia to ensure compliance with Australian regulations.

Our paraplanning services have no minimum equirements. You only pay for the services you need.

Our paraplanners are well-trained in using all the standard industry software.

Our turnaround time for advice documents is 5-7 business days. Priority requests are available.

You will receive a complete breakdown of all costs upfront, avoiding any hidden fees or
surprises.

Our paraplanners receive regular training and reviews to stay up to date with the latest practices.

Contract Paraplanning Services by “Ex-Financial Planner”

Virtual Assistant Services in Australia

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.

Veda’s Paraplanning Service

Plan

SoA/RoA Tasks

  • Statement of Advice (SoA).
  • Record of Advice (RoA).
  • Best Interest Duty (BID) Papers.
  • Template Customisation Documents.
  • SMSF Working Sheets.
  • Modelling Including Different Scenarios and Stress Testing 
  • Technical Support
  • Strategy Papers 
Virtual Assistant Services in Australia

Pre-SoA Research & Post-SoA Tasks

  • Product Research and Analysis.
  • Pre-SoA Modelling
  • Wealth Solver Reports Including Like for Like: (Superannuation/Pension/Investment).
  • Insurance Research (Risk Researcher).
  • Working Papers Writing.
  • Preparation of Comparison Reports for Compliance.
  • Any Advice Implementation Help
  • Help to Prepare Review Reports

Trusted by Multiple Licenses & AFSL’s