Paraplanning Hub Pty Ltd
3990 Pacific Highway, Loganholme, Queensland 4129
About the Business
Welcome to Paraplanning Hub Pty Ltd, a leading institution located at Loganholme, Pacific Highway, 3990 in Australia. As an establishment and point of interest, we specialize in providing top-notch paraplanning services and compliance oversight to financial advisers and AFSLs.
At Paraplanning Hub, we understand the importance of industry compliance obligations and the Best Interest Duty. With our extensive knowledge and experience in AFSL compliance, we are dedicated to assisting financial advisers in improving their understanding of these obligations and enhancing their advice process.
Our team of highly skilled paraplanners boasts a high level of compliance competence. Having written, audited, or remediated over 3,000 Statements of Advice, we are experienced career paraplanners and compliance-focused professionals. We believe that the poor preparation of SoAs can lead to failed advice audits and require client or adviser remediation. By engaging our competent paraplanning professionals, you can prevent this sequence of poor advice.
Paraplanning Hub was created in response to concerns and dissatisfaction from financial advisers regarding the unsatisfactory quality delivered by large outsourced paraplanning services. We provide in-house compliance oversight to our paraplanning team, ensuring consistent and reliable service.
Whether you are a financial adviser or an AFSL in need of competent support and paraplanning services, we invite you to engage Paraplanning Hub for a confidential discussion about your requirements. We understand that traditional 'cost per plan' solutions may be too expensive for smaller financial planning practices, so we offer cost-effective solutions tailored to your needs.
To build a reputable paraplanning service, we prioritize maintaining a high level of control in our processes. Our team of professionals consistently tests recommended strategies and proposed outcomes to ensure the best results. We also emphasize communication and will engage with you throughout the SoA production process.
Our ultimate goal is to ensure that you value our services and consider us an extension of your business. As an Authorised Representative, your success lies in delivering professional advice in a compliant manner for every client. This not only satisfies your clients but also increases the likelihood of passing your next compliance audit.
At Paraplanning Hub, we are committed to your clients' best interests. If our experience and due diligence suggest that the proposed advice is not in their best interests, we will not complete the SoA request. Our compliance professionals are here to guide you and help you improve your compliance practices.
To get started, we offer a free consultation. Simply book online, and we will be in touch to confirm your appointment.
Meet our directors, Cristian Fuenzalida and Andrew Hunt. Cristian has 14 years of experience in the financial planning industry, working in various AFSL roles. His strong knowledge of industry compliance obligations and experience in AFSL compliance make him an invaluable asset in assisting financial advisers.
Andrew Hunt, our co-director, brings over 20 years of experience in financial services as both a dedicated financial adviser and passionate paraplanner. His expertise in various areas, such as cashflow management, investment planning, and estate planning, ensures the high standard of our SoA preparation.
Cristian studied Business Administration, Banking & Finance at the University of Canberra, holds a Diploma in Business Administration, an Advanced Diploma in Financial Planning, and is currently completing his Masters in Financial Planning. Andrew studied Business Management & Applied Finance at Queensland University of Technology and holds an Advanced Diploma of Financial Services.
Choose Paraplanning Hub Pty Ltd for reliable and compliant paraplanning services. We are here to support and guide you in delivering professional advice to your clients. Book your free consultation today!
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Contacts
3990 Pacific Highway, Loganholme, Queensland 4129, Australia
Opening hours
Monday:
08:30 - 18:00
Tuesday:
08:30 - 18:00
Wednesday:
08:30 - 18:00
Thursday:
08:30 - 18:00
Friday:
08:30 - 18:00
Saturday:
08:30 - 18:00
Sunday:
08:30 - 18:00
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