Searching for a Paraplanner?

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Paraplanning Network Australia has launched a web based Paraplanning directory for Australian financial planning professionals. The directory provides outsourced and contract paraplanners with the ability to list their business and services on the site. “Listing information such as the paraplanners logo, detailed information on their services and their contact details on a professional directory will […]

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26 Mar 2013

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10 steps to find the right paraplanning mix for your business

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As we head toward 2013, many advisers may be taking some time to review their business plan, their business goals and the business’s resourcing requirements.  Paraplanning is a vital, yet often confusing part of the business to resource – is it better to outsource or is it better to undertake the function in-house?  Given that […]

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12 Nov 2012

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How long does it take to write a Statement of Advice

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Having met a lot of advisers, the question “how long does it take you to do a Statement of Advice?” is still one which perplexes me. It’s like asking “how long is a piece of string?” without ever having seen the piece of string and unfortunately can show a lack of understanding by the adviser […]

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24 Oct 2012

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Finding the right paraplanner for your business

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To be able to attract, develop and retain the right paraplanning staff for your business it’s crucial first to fully understand what paraplanning is as well as the different types of paraplanning roles within the industry. The Collins English Dictionary defines a paraplanner as “a person who assists a financial planner, especially in compiling reports […]

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04 Oct 2012

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