VerifiedFinancial Services· Founded 2011

Contract Paraplanning Services Cps

Contract Paraplanning Services are the premium onshore outsource Paraplanners for mid-sized financial planning firms all across Australia. We specialise in financial plan writing and advice document preparation and although we are based in Queensland we work with clients from many areas including Sydney, Melbourne, Brisbane, Sunshine Coast, Adelaide and Perth. We offer a range of Paraplanning and financial advice back-office services including preparation of Statements of Advice (SOA), Records of Advice (ROA), reviews, financial modelling, data entry and administration services.

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Gold Coast, Australia6(11 to 50)2011contractpps.com.au LinkedIn

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1chief operating officer
1contract paraplanning services (cps)
1operation manager
1paraplanner administration
1paraplanning specialist

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