Reliable Onshore Contract Paraplanning
Access professional paraplanning assistance from our onshore contract paraplanners with a swift turnaround time.
Dedicated Paraplanners on Request
![map](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/australia.png)
Australia Based
Our paraplanning team is based in Australia to ensure compliance with Australian regulations.
![calender](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/calendar.png)
No Minimums
Our paraplanning services have no minimum equirements. You only pay for the services you need.
![services](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/assets.png)
Ongoing Management
Our paraplanners receive regular training and reviews to stay up to date with the latest practices.
![assistance](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/receptionist.png)
Software Trained
Our paraplanners are well-trained in using all the standard industry software.
![logo](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/value-chain.png)
Cost Confirmation
You will receive a complete breakdown of all costs upfront, avoiding any hidden fees or surprises.
![](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/quick-dry.png)
Quick Turnaround
Our turnaround time for advice documents is 5-7 business days. Priority requests are available.
Dedicated Paraplanners on Request
![map](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/australia.png)
Australia Based
Our paraplanning team is based in Australia to ensure compliance with Australian regulations.
![calender](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/calendar.png)
No Minimums
Our paraplanning services have no minimum equirements. You only pay for the services you need.
![services](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/assets.png)
Ongoing Management
Our paraplanners receive regular training and reviews to stay up to date with the latest practices.
![assistance](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/receptionist.png)
Software Trained
Our paraplanners are well-trained in using all the standard industry software.
![logo](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/value-chain.png)
Cost Confirmation
You will receive a complete breakdown of all costs upfront, avoiding any hidden fees or surprises.
![](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/quick-dry.png)
Quick Turnaround
Our turnaround time for advice documents is 5-7 business days. Priority requests are available.
Contract Paraplanning Services by "Ex-Financial Planner"
![saw project](https://vedafinancialservices.com.au/wp-content/uploads/2024/06/7-1024x597.png)
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 contract paraplanning solutions in Australia to financial planning firms. Our onshore paraplanners are highly skilled industry experts with over 25 years of combined experience and sound regulatory knowledge.
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
![doing work](https://vedafinancialservices.com.au/wp-content/uploads/2024/06/5-1024x597.png)
![doing work](https://vedafinancialservices.com.au/wp-content/uploads/2024/06/8-1024x597.png)
SoA/ROA Tasks
- Statement of Advice(SoA)
- Record of Advice (ROA)
- Best Interest Duty (BID) Papers
- Template Customisation Document
- Modelling
- Technical Support
- Product Comparisons
- Strategy Papers
- SMSF Working Sheet
Pre-SoA Research & Post-SoA Tasks
- Product research and analysis
- Pre-SoA Modelling
- Insurance Research (Risk Researcher)
- Working papers writing
- Preparation of comparison reports for compliance
- Wealth solver reports including like for like:(Superannuation/Pension/Investment)
Trusted by Multiple Licenses & AFSL's
![amp financial planning](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/1-2.png)
![capstone financial planning](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/2-2.png)
![morningstar](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/3-1.png)
![viridian advisory](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/4-1.png)
![millennium 3 leadership](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/5-1.png)
![advocate advisors](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/6-1.png)
![avana financial solutions](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/7-1.png)
![aspire financial consulting](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/8-1.png)
![wealth today](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/9-1.png)
![wt financial group](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/10-1.png)
![synchron](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/11-1.png)
![sentry](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/12-1.png)
![fortnum & mason est 1707](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/13-1.png)
![gps wealth](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/14-1.png)
![spark financial group](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/15-1.png)
![insignia financial](https://vedafinancialservices.com.au/wp-content/uploads/2024/07/16-1.png)