The Complete Paraplanner was founded in 2018 by long-term outsourcing paraplanners, Nadia Andonas and Claire Lewis. With their extensive experience, they recognised that financial advisers required more support than was being offered by traditional outsourcing paraplanning services.
Based in Adelaide, Claire and Nadia have serviced MLC Aligned financial advice practices from around the country for more than 17 years. The combining of their skill sets enables them to provide financial advisers with a complete solution for their paraplanning needs, with a focus on comprehensive advice, compliance, and best interest duties.
With more than 17 years’ experience in the financial planning industry, the team of qualified paraplanners at The Complete Paraplanner take the stress out of your paraplanning process. Operating within MLC Aligned practices, we manage all of your research, compliance, and best interest obligations, allowing you to spend your time doing what you do best - meeting with clients and providing advice.
For the right Paraplanner to boost your productivity and profitability, look no further.
Company Details
- Founded
- 2018
- Address
- 1 Clark Terrace, Adelaide,south Australia 5023,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Complicated Financial Modelling, Defined Benefits, Untaxed Super Funds (i.e. Super SA), Cash Flows, Strategy Development, BEST INTEREST, COMPLIANCE, PEACE OF MIND.
- HQ
- Adelaide, South Australia
The Complete Paraplanner Questions
The Complete Paraplanner's website is http://www.thecompleteparaplanner.com.au
The Complete Paraplanner's LinkedIn profile is https://au.linkedin.com/company/thecompleteparaplanner
The Complete Paraplanner's industry is
Financial Services
The Complete Paraplanner's top competitors are
Virtual Paraplanner,
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The Rise Of The Paraplanner,
The Paraplanner Club,
Simply Paraplanner,
Professional Paraplanner,
Absolute Paraplanning,
The Complete Paraplanner,
Your Virtual Paraplanner Llc,
Part-Time Paraplanning Co..
The Complete Paraplanner's categories are Financial Services
The Complete Paraplanner's founding year is 2018
