Paraplanning Services

Create more capacity and drive maximum efficiency with qualified and affordable outsourced paraplanning.

SoAs prepared
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Australian clients
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Years of experience
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Maximise efficiency and create capacity in your financial planning firm with our RG146- Certified specialists

SuperRecords has been providing end-to-end paraplanning support services for Australian financial planners for more than 18
years. With more than 25,000 SoAs completed for dealer groups and self-licenced financial advisors, we’re experienced in both simple and complex SoA preparation.

All of our managers are RG146-certified and complete their CPD points annually. To ensure the highest quality standards, we also employ a dedicated review team to quality check all work before it’s shared with you for review.

Our expert teams are made up of candidates with a minimum post-graduate qualification or MBA in finance, and a manager responsible for monitoring quality, turnaround times and consistency.

Our Paraplanning Support Services

Dedicated Paraplanner (SoA Preparation)

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Dedicated Advisor Support

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Fixed Fee Packages

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SuperRecords has delivered superior service in every instance and I have no hesitation recommending them to other financial planning firms.

Julie Step Up Financial Group

Get iron clad security

ISO 27001:2013-certified security frameworks and practices mean your client data is absolutely safe as houses at all times.

ISO Security Certification

Access qualified staff fast

SuperRecords, a group company of Befree Business Resourcing is a CPA recognised employer partner, so qualified staff are at your fingertips.
CPA Australia - Recognised Employer Partner

Award nominated RPA

Our award-nominated robotic process automation (RPA) technology lets you tackle busy periods without long hours or concerns about deadlines.
 

GET IN TOUCH

Deepthi Viswanathan

Partner - Paraplanning & Mortgage Services

Smit Sheth

Director - Paraplanning & Mortgage Services

Matt Venus

National Sales Manager