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PARAPLANNER
Who is PARAPLANNER?

Paraplanner.com.au is an Australian owned and operated outsourcing solution for Financial Advisers to be able to outsource their Paraplanning needs. All our Paraplanners are Australian based and trained and are specialists in all areas of Statement of Advice preparation. Whether it is XPlan, COIN, ...See more

Industry & Specialities
Banking Financial Services & Insurance (BFSI)
Others in Banking Financial Services & Insurance (BSFI)
Countries of Operation
Australia

Headquarters:

Australia

Company Type:

SME

Company size:

11-50 Employees

Year Founded:

2011 (15 years)


The largest company and people database for SEA & ANZ

Employees by Department

  • Operations (2)
  • The Rest (1)
  • Total (3)

Key Decision Makers

Shane Harris Financial Planner
Freelance Paraplanner
Jessica Harris
Administrative Assistant
Marcelle Smith
Senior paraplanner & Compliance manager
Employees by Seniority
C-level
0employees
Senior
1employees
Non-managers
3employees

Financials

LOW

spending power

Funding Status
Private
Associated Legal Entities
0 entities
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Frequently Asked Questions (FAQ)

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