Who we look after

We specialize in outsourced Paraplanning services for the AMP Advice Network. However, we also look after a wide range of licensees including Charter and Hillross.

Happy Clients

We have been using Brent from SMSF Paraplanners for just over 12 months. 
We are incredibly impressed by Brent and his skill level, efficiency and willingness to help. 
We complete our FDS in bulk and for many years this has been my number one stress point every year. 
With Brent helping I have never had such a relaxed process as to how this was managed this year. 
Having SMSF Paraplanners CSO support means I don't worry about the Administration side at all anymore

Financial Planning By Design

A significant part of our business and resources is dedicated to providing a good ongoing advice service to our clients, which includes regular reviews.  Having Pat as part of our team this year has meant that we are able to accomplish so much more in this space. Our reviews are more robust than ever and the time that we are directly spending on them is being reduced with better processes and solid support.  Pat is doing great work in this area and we are so impressed with her capability and adaptability.  

I can’t think of one example where we’ve had to teach her something more than once.  We also have great confidence that she is getting good support and training from SMSF Paraplanners around the changing landscape in financial planning and the tools we use.  
Fantastic service all around.  Keep up the great work!

CPR Australia Wealth Advisers

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