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.
…We offer a range of fixed fee engagement models to suit your circumstances including a dedicated paraplanner, a dedicated adviser support, or a combination of both.
As a seamless extension of your team, our team adapts to your existing software, processes and systems to ensure a frictionless experience for you.
ISO 27001:2013-certified security frameworks and practices mean your client data is absolutely safe as houses at all times.
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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