AB
Aliesha Bell
Paraplanning Specialist at Contract Paraplanning Services (Cps)
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Work Experience
Paraplanning Specialist
Aug 2022 - Present · 2 years and 5 months
Self Employed / Contractor
Contract Paraplanner
Jul 2008 - Present · 16 years and 6 months
Senior Paraplanner
Jul 2020 - Jan 2023 · 2 years and 6 months
Company Details
Contract Paraplanning Services are the premium onshore outsource Paraplanners for mid-sized financial planning firms all across Australia. We specialise in financial plan writing and advice document preparation and although we are based in Queensland we work with clients from many areas including Sydney, Melbourne, Brisbane, Sunshine Coast, Adelaide and Perth. We offer a range of Paraplanning and financial advice back-office services including preparation of Statements of Advice (SOA), Records of Advice (ROA), reviews, financial modelling, data entry and administration services.
Year Founded
2011
Social Media
Linkedin
Industry
Financial Services
HQ Location
- Cairns, QLD 4868, AU
Keywords
Paraplanning SupportTechnical AdviceStrategy DevelopmentTemplate DesignOutsourcingStrategy Discussion PapersSOA Productionand Paraplanning Training Programs
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