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Cost Effective Outsourcing
Fixed pricing options with Monthly payments in Arrears

Unlock More Client Time
Regain the Ability to focus on New client acquisitions and ongoing Customer service

Secure and Compliant
Compliant to Australian industry legislation and Australian data privacy laws
The One Degree Difference

Simple

Affordable
One Degree’s Fixed pricing structure gives you certainty of cost; allowing you to budget for your paraplanning expenditure. Pricing per SOA starts at $330 (inc. GST) up to a maximum of $495 (inc. GST).
We believe you should be rewarded for the work you put into making the process easier, so we will assess your SOA template and the quality of your client data capture (Fact Find), super research, Insurance research etc.) before quoting a fixed price.
The more complete your template and data, the lower the cost of our services.
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Why One Degree Paraplanning?
100% Australian Team
Increase Your Efficiency
Fast Turnaround
Back Office Support
More Time With Clients
Quality Service
Direct Contact
Easy Communication
Regular Reporting
About Us
One Degree Paraplanning are a Melbourne based outsource paraplanning business providing financial advisers around Australia with a simple, affordable and local outsourced paraplanning solution.
We are experienced at providing a personalised paraplanning service to advisers, recognising that for many advisers the idea of having SOAs completed externally can be a daunting prospect.
By tailoring and personalising our offering to meet your needs, you will only ever see One Degree as part of your team.
Our Team Leaders

Charles Cooch
Managing Director
Charles has over 10 years’ experience in financial services, working within financial planning firms and in an outsource capacity.
He leads the One Degree Paraplanning Team to deliver accurate, high quality SOAs to advisers around Australia.
Charles has the expertise to help drive your business by addressing your paraplanning needs and giving you more time to spend with your clients.

Kiersten Hong
Paraplanning
Kiersten is a highly skilled professional in the financial services industry with more than 16 years' of experience. She takes pride in writing Statements of Advice for Advisers and has been a Paraplanner for the past 13 years.
She holds a Diploma in Financial Planning from Kaplan, and a Bachelor's Degree in Business Administration - Accounting.

Victoria Bennett
Operations

Ronnie Koh
Sales and Marketing
Ronnie has been in the Sales industry for 25 years, with 15 years of this in Outsource Sales and Marketing Management, and Business Development Consultation.
His role within our business is to bring awareness of our services to Advisers, and to see how we can best alleviate industry pains, and support those in need with a worthwhile solution.
No Contracts
No Commitments
No Worries
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Contact Us
- 1 Hobson St, South Yarra, VIC 3141
- 03 9943 0757
- info@odparaplanning.com.au
© 2014 One Degree Paraplanning Pty Ltd | www.onedegreeparaplanning.com.au | www.odparaplanning.com.au
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