Mx2 Services, outsourced Associate Adviser + Paraplanning service.
We can undertake a myriad of tasks including attending client meetings via Zoom, taking file notes, analysing client needs, objectives, and goals, formulating strategy, undertaking research, analysis, data entry, review preparation, and writing fully compliant Statements of Advice.
Mx2 are about helping Advisers get the most from their day and building relationships with their clients - and enjoying the journey along the way.
Company Details
- Employees
- 2
- Founded
- -
- Address
- Mackay, Queensland 4740, Au
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.mx2.com.au
- Keywords
- SOA Preparation, Centrelink Assistance, Strategy Modelling & Testing, Xplan, Review Preparation, Data Entry, Technical Analysis, Cashflow Modelling, Associate Adviser Support, Paraplanning Support, Projections/Modelling.
- HQ
- Mackay, Queensland
Mx2 Services Questions
Mx2 Services's website is http://www.mx2.com.au
Mx2 Services's LinkedIn profile is https://au.linkedin.com/company/mx2services
Mx2 Services has
2 employees.
View email and phone details for 2
employees at Mx2 Services.
Mx2 Services's industry is
Financial Services
Mx2 Services's categories are Financial Services
Mx2 Services's founding year is 2018
