The Complete Paraplanner
Financial Services
Adelaide, South Australia, Au
6 employees
- Employees
- 6
The Complete Paraplanner Overview
- Headquarters
- Adelaide, South Australia, Au
- Industry
- Financial Services
- Employees
- 6
- Founded
- 2018
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About The Complete Paraplanner
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.
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