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Quantum Paraplanning & Support
Information by Research TrustFinance
Founded to provide a flexible and high-quality support solution for financial advice firms, Quantum Paraplanning & Support acts as an extension of a financial adviser's team. They specialize in handling technical research, analysis, and suitability report writing, as well as administrative tasks. Their mission is to free up financial advisers' time, allowing them to focus on client-facing activities and business growth while ensuring compliance and operational efficiency.
Australia
Industry
Financial