Executive Paraplanning & Services
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- Tuesday8:30 am–5 pm
- Wednesday8:30 am–5 pm
- Thursday8:30 am–5 pm
- Friday8:30 am–5 pm
- SaturdayClosed
- SundayClosed
- Monday8:30 am–5 pm
About the Business
Executive Paraplanning & Services | Executive Paraplanning & Services offer unique solutions to financial advisers and dealer groups with an emphasis on compliance. Specialising in comprehensive Statements of Advice (SoA's) for Superanuuation, Retirement Planning, Insurance, Gearing, Direct Equities, Managed Investments and Aged Care, Record of Advice, SMSF, SoTs, Document Review and Research and Comparison for Financial Advisors.
Contacts
Hours
- Tuesday8:30 am–5 pm
- Wednesday8:30 am–5 pm
- Thursday8:30 am–5 pm
- Friday8:30 am–5 pm
- SaturdayClosed
- SundayClosed
- Monday8:30 am–5 pm
Features
- Identifies as women-owned