Outsourced paraplanning
Technical paraplanning support for financial advice practices
I help advice practices turn strategy into compliant, well-written advice documents — on time, every time. Outsource your SoAs, RoAs and technical research so your advisers can spend more time with clients.
Why practices work with me
- ✓Transparent, upfront pricing per request
- ✓A portal to track ETAs and status in real time
- ✓Invoices generated automatically per request
- ✓Consistent, compliance-ready documents
About Clearline Paraplanning
I help advice practices turn strategy into compliant, well-written advice documents — on time, every time. Outsource your SoAs, RoAs and technical research so your advisers can spend more time with clients.
Credentials & experience
- ✓10+ years' experience in financial services and paraplanning
- ✓Diploma of Financial Planning (RG146)
- ✓Deep familiarity with Xplan, Midwinter and iCapital
- ✓Comfortable across super, SMSF, aged care, insurance and investment advice
Services
Pricing depends on the nature of each request — complexity, number of strategies, entity types involved, and whether projections are required. You'll see an indicative price as soon as you submit a request.
Statements of Advice
New client SoAs covering super, retirement, investment and insurance strategies.
Records of Advice
Efficient RoAs for existing clients — reviews, strategy changes and top-ups.
SMSF & Trust advice
Advice documents for self-managed super funds, trusts and corporate entities.
Modelling & projections
Cashflow and retirement projections to support more complex strategies.
Already an onboarded practice?
Log in to submit a new paraplanning request, track the status and ETA of work in progress, and download your invoices.