A streamlined, cost-effective way to expand capacity using skilled offshore virtual assistants, supported by light onshore oversight for quality, compliance and adviser-facing communication.
AdviserPro’s blended Virtual Assistant model gives firms reliable workflow support without the cost of hiring additional full-time staff. Our offshore team provides high-quality administrative capacity, while our Australian-based oversight helps ensure accuracy, compliance and seamless communication.
Our offshore administrative specialists deliver high-quality work at a fraction of traditional staffing costs, giving you predictable capacity without FTE overheads.
Our team understands platforms, XPLAN workflows, rollovers, super contributions, insurer requirements and AFSL obligations.
Complex or sensitive tasks receive local QA review to help ensure accuracy, compliance and smooth adviser communication.
Free your time for strategy and client meetings while we handle routine and time-consuming administrative work.
Our VA team supports daily operations, client servicing and advice workflows, working directly in your processes and systems.
We specialise exclusively in financial advice businesses—our workflow, training and compliance standards are built for this industry.
Professionally trained administrative staff with experience in Australian advice processes.
Australian-based support for escalations, QA and adviser-facing coordination.
Encrypted systems, restricted access and strict confidentiality aligned with AFSL and regulatory expectations.
We work directly in your XPLAN, CRM, platforms and workflow tools with minimal onboarding time.
Let AdviserPro handle the admin so you can focus on delivering high-quality advice and client relationships.
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