PARAPLANNING

Please send all enquiries and requests to: paraplanning@adviceexchange.com.au

As an adviser, your time is best spent sitting in front of clients generating business. Our paraplanning service has developed an efficient process to enable you to maximise that time – with your clients. The Advice Exchange (TAE) Paraplanning Service is designed to deliver a superior, professional quality SoA solution for our advisers.

Our team has strong technical knowledge, SoA preparation skills and a wealth of practical experience. This includes several years of training in the use of financial planning software and the link through to the SoA production process.

• TAE Paraplanning Service Costs (2023)

Advice Documents

The Advice Exchange regularly reviews the need for advice documents. Template documents are created to cover many common strategies.

• TAE SoA Request Form 

• SOA Template - * Please contact the TAE Office for the latest templates*

• Strategy Flyers Template

• SOA Strategy Text

• Execution Only/Letter of No Advice Template

• Time Critical Transaction Authority

• ‘Simple’ email ROA Template

• ‘Simple’ email ROA process notes

• ROA Template - Retail

• ROA Template - Wrap

• SMSF Investment Strategy Template

• SMSF Investment Strategy and Minutes Template