Paraplanning Support
- SOA & ROA production using your templates and licensee guidance.
- Strategy research, modelling and product comparisons.
- Pre-SOA scenario testing and file notes.
Purpose-built support for advice practices
Paraplanning & Practice Support for Financial Advisers — Simplified
Purpose-built to streamline your back office, accelerate advice production and remove administrative bottlenecks—so you can focus on what matters most: your clients and advice strategy.
We’re not a high-volume corporate service where advisers are just another number. We work with a family-office mindset—providing thoughtful, hands-on support, genuine care, and accountability for every practice we partner with.
More than a service provider, we become a trusted extension of your business, nurturing long-term adviser relationships and supporting sustainable, high-quality advice.
Built specifically for Australian advice practices and AFSLs.
Services
Services for Financial Advisory Firms
Built specifically for Australian advice practices and AFSLs.
Client Service & Admin
- New client onboarding and data collection.
- Implementation follow-ups with platforms and insurers.
- Review packs, FDS/Opt-in preparation and ongoing service tasks.
Compliance & AFSL Support
- File preparation ahead of audits and reviews.
- Template and checklist refinement with licensee teams.
- Projects to improve record-keeping and governance.
Consulting & Recruitment Support
- Recruitment support for advice firms (onshore).
- Practice and adviser transitions (onboarding/exits, platform migrations).
- Operational support to minimise disruption during change.
Our Commitment to You
Your data is handled with the highest standards of confidentiality, security and care
AdviserPRO maintains rigorous privacy and information-security standards consistent with Australian financial-services obligations. All client data is treated as strictly confidential and is protected using secure, encrypted systems and controlled access protocols.
We do not transmit files through unsecured channels, and no information is shared with third parties without your explicit instruction. AdviserPRO acts as a trusted custodian of your data, ensuring integrity, confidentiality and full compliance at every stage.
Why AdviserPRO
Why Practices Choose AdviserPro
Capacity Without Fixed Headcount
Our paraplanning and admin support gives you flexible capacity during busy periods without committing to additional full-time staff.
Our workflows integrate with your CRM, platforms and licensee requirements so you stay in control while freeing your team from repetitive work.
Advice-Quality and Compliance Focus
Every document is prepared with AFSL obligations, Code of Ethics and audit readiness in mind. We work with principals and licensee teams to continuously lift file quality.
Read more in our article AFSL Compliance: Reduce Risk & Improve Governance.
Looking to win back adviser time and improve your file standards?
Let’s create a support structure that aligns seamlessly with your practice.
Contact
Contact & Enquiries
Share a few details and we’ll come back with next steps and available start dates.
Tell us about your practice
Direct contact
Email: contact@adviserpro.com.au
Phone: 1800 865 239
Based in: Australia & Offshore (servicing advice firms nationally)
If your enquiry is urgent or relates to a time-sensitive piece of advice, please mention this in your message.