Advanced Paraplanning Services is an independent service specialising in providing quality SoAs within 5 working days at competitive rates. We have been producing compliant SoAs since 2005.

We take time to learn the compliance requirements of the relevant dealer group and produce SoAs to meet their specific requirements.

Our paraplanners have many years of paraplanning experience in providing outsourced paraplanning services to advisers nationally.

Our team of talented professionals are committed to building an effective outsourced partnership to assist financial planners in delivering quality service to their clients.

Our SoAs have the following as main features:

• Meet compliance requirement of the relevant AFSL
  
• Personalised for the particular client
  
• Highlights the benefits in detail, so that it can be used as a marketing tool
  
• Includes a visual presentation of the strategy to help with presenting to the client

We create SoAs within 2-5 business days.

We use your AFSL’s templates and relevant software and produce SoAs to meet compliance requirements as well as a document that can be used to explain the strategy to the client.

Our SoAs are of superior quality, and at the same time, they are cost effective.