Outsourced Paraplanning Services
Enhance your financial practice with a trusted Australian paraplanner.
Services offered
“Optimise your attention on your client's financial success.”
Client feedback
"Gavan’s highest priority is to fully understand the detail of what a financial planner is advising on and does not hesitate to clarify any unclear instructions to ensure the advice document accurately reflects the planner’s intended advice. Gavan has shown a strong knowledge of XPLAN and changes in legislation."
.....Steve, Superior Paraplanning