What is a paraplanner?

Definition from Paraplanner.com.au is:

Many times we’ve been asked What is a Paraplanner or What is Paraplanning?

Our definition of a paraplanner is:

A paraplanner is a person within the Financial Services industry that prepares Statement of Advice documents*, financial modelling and other financial planning documents.

To expand on this definition, paraplanners within Australia also complete the following tasks:

  • Investment Research related to Approved Product Lists, switching investment products, switching superannuation products, switching pension products and changing other structured products
  • Insurance Research
  • Presentation and appointment preparation
  • Complete application forms
  • Stay up-to-date on compliance standards
  • Office Administration tasks
*Statement of Advice documents are issued to clients/customers when they receive financial advice of any kind. They outline the advice, reasonable basis for advice, products, costs, the client/customer’s current situation and, hopefully, how the client will be better off after implementing the recommended strategies.

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