Delivering quality personalised documents for a low cost and quick turn around.
With over 20 years experience in the financial planning industry, Graduate Diploma of Financial Planning, SMSF accreditation, Gearing and Margin Loan accreditation, experience as adviser, compliance and paraplanner, we get your frustrations and will work with you to provide a client friendly compliant document.
We use X-plan to model and populate all documents, along with the file note system to save and store all client documents, this reduces the risks of any client data being compromised.
Take the stress out of paying for an extra staff member, no need to worry about sick leave, holiday pay or the employee emotional baggage.
We have experience with all ranges of advisers and dealer groups from the large to the self licensed.
We are based in Brisbane, Queensland, so no information is going offshore.
Every plan is individually quoted and confirmed.
Contact us at: CentralsourcingFP@outlook.com for more information
Company Details
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Experienced advice.
Central Sourcing Financial Planning Questions
Central Sourcing Financial Planning's LinkedIn profile is https://www.linkedin.com/company/central-sourcing-fp
Central Sourcing Financial Planning's industry is
Financial Services
Central Sourcing Financial Planning's top competitors are
Wright Financial Advice,
Fourier Financial Group,
Core Property Network,
Future Ready - We Are Future Ready, Are You?,
Greendot Financial,
Astute North Queensland,
Wealth Avenue,
Golden Age Advisory,
Hillman Morgan Financial Solutions Pty Ltd,
Federation Financial Services.
Central Sourcing Financial Planning's categories are Financial Services
