Melbourne Paraplanning is a specialist provider of outsourced technical and administrative services for financial advisers. The company focuses on creating high-quality, compliant financial planning documents, such as Statements of Advice (SOAs) and Records of Advice (ROAs), allowing financial advisers to focus on client-facing activities. By handling the complex and time-consuming documentation process, they aim to improve the efficiency and scalability of financial advisory firms.

Founded in

Australia