Mutual Paraplanning Services

Founded in 2016, the team at Mutual Plans prides itself on delivering prompt, accurate, expertly-crafted documentation for small, medium and large licensees. When you work with us, you'll be assigned one dedicated paraplanner based on your needs, niche and/or location. However, we will always ensure you're never left in the lurch and empty-handed before a client meeting if that paraplanner is absent. Someone else will step in. (That's the benefit of hiring a larger onshore team like ours for virtual paraplanning support.) We also act as a compliance gatekeeper, with proven auditing reports and feedback (if you would like to see either, contact us here)—particularly when we work across both pre-SoA work and SoA creation. Ultimately, our experienced paraplanners can help you "get it right" when it comes time to audit. Our Director, Silvia is the Principal Paraplanner at Mutual Plans. Along with her team, she specialises in providing paraplanning services for AMP. Previously Silvia was an AMP employee as a centralised paraplanner and fully trained by AMP directly. This makes Mutual Plans different to other paraplanners who have not worked with AMP in the past. We understand AMP compliance policies. We are a member of the Financial Advice Association Australia and Ensombl (previously XY Adviser).