Contact Us

For financial advisers in Australia, compliance isn’t optional — it’s the foundation of trust and sustainability. With regulations constantly evolving, the pressure to ensure every Statement of Advice (SOA) and Record of Advice (ROA) meets ASIC standards can be overwhelming. That’s why many firms are turning to outsourced paraplanning services as a smarter way to […]

Advisers across Australia are under more pressure than ever — meeting compliance requirements, delivering timely advice, and keeping clients engaged. One way firms are staying ahead is by using outsourced paraplanning services. Here’s why more advisers are making the switch. Faster Turnaround with Outsourced Paraplanning Outsourced paraplanning gives you access to an on-demand pool of […]

As a financial adviser, your time is best spent meeting clients, developing relationships, and delivering strategic advice. Yet many advisers find themselves tied down with the detailed and time-consuming task of preparing Statements of Advice (SOAs) and other compliance documents. That’s where outsourced paraplanning comes in. At OD Paraplanning, we partner with advisers across Australia […]

Though common in outlining financial recommendations, there are limits on who can provide a statement of advice (SoA). About statements of advice and who can provide them To provide a brief outline explaining what is a statement of advice, a statement of advice (SoA) is a written document that outlines the financial recommendations provided by […]

As a client, you may have heard about the importance of a Statement of Advice (SoA) in the financial planning process. But, do you know when an SoA is required? Legal requirements that help determine when an SoA is needed When it comes to creating an SoA, there are specific legal requirements that financial advisers […]

Financial modelling is an analytical tool that has become increasingly important in modern-day finance. In simple terms, financial modelling refers to the process of creating a summary of a client’s expenses and earnings that can be used to calculate the impact of a future event or decision.  This summary is then used to provide financial […]