P2A - The Outsourced Paraplanning Process for Financial Adviser


P2A - The Outsourced Paraplanning Process for Financial Adviser Step 1
Contractual agreement has been signed by all relevant		 P2A - The Outsourced Paraplanning Process for Financial Adviser P2A - The Outsourced Paraplanning Process for Financial Adviser Step 2
Adviser emails completed paraplanning request form, copy of client questionnaire, vsp file & any other appropriate documents
    P2A - The Outsourced Paraplanning Process for Financial Adviser
P2A - The Outsourced Paraplanning Process for Financial Adviser Step 4
Statement Of Advice, vsp file and any associated documents will be emailed back to adviser office 		P2A - The Outsourced Paraplanning Process for Financial Adviser P2A - The Outsourced Paraplanning Process for Financial Adviser Step 3
P2A will prepare SOA based on advisers recommendations contained within the above
P2A - The Outsourced Paraplanning Process for Financial Adviser    
P2A - The Outsourced Paraplanning Process for Financial Adviser Step 5
Adviser vets SOA and if necessary will contact P2A if changes are required		 P2A - The Outsourced Paraplanning Process for Financial Adviser P2A - The Outsourced Paraplanning Process for Financial Adviser Step 6
Adviser presents Advice Statement to client and accepts responsibility for accuracy and compliance
    P2A - The Outsourced Paraplanning Process for Financial Adviser
P2A - The Outsourced Paraplanning Process for Financial Adviser Step 7
Invoice sent weekly and paymentdue within 14 days

Please click the image above to download the Financial Services Guide

Phone: 07 5596 4491
Fax: 07 5596 4324
Location: 5 Eden Court,
Nerang Queensland 4211
Email: info@p2a.com.au

Karen Benfield and Tomcan Pty Ltd ABN 54 123 778 101 trading as Paraplanner2Adviser Authorised Representatives of GWM Adviser Services Limited ABN 96 002 071 749 Australian Financial Services Licensee Registered Address: 105-153 Miller Street North Sydney NSW 2060