ParaPlanning opens shop in NSW

financial-planning-industry/recruitment/compliance/fund-managers/

15 April 1999
| By Zilla Efrat |

ParaPlanning Professionals, which claims to have pioneered the concept of contract paraplanning in Australia, has opened an office in New South Wales.

ParaPlanning Professionals has provided a range of services to advisers,

dealer groups and fund managers from Queensland since 1996. It now appears to be the largest and the only player in this burgeoning market that operates nationally.

State consultant Joanna Ryan says: "Two other companies have entered the market, but these operations tend to be localised. We know how many hours of contracting we do, but we do not know for the others. All I can say is that we have a significant proportion of the market.

"We believe that we are the only organisation offering such a wide range of

solutions specific to the financial planning industry."

ParaPlanning Professionals' services include industry training, contract paraplanning, dealer's licence applications and compliance, permanent and temporary recruitment and business consulting.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 3 weeks ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

3 weeks 5 days ago

The central bank has released its decision on the official cash rate following its November monetary policy meeting. ...

3 weeks 5 days ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

1 week 2 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo