A highly qualified, experienced and passionate team of paraplanners servicing a wide variety of clients, both large and small.
Streamlined processes ensuring a fast turnaround of advice.
A team that operates as if it was part of your own. Your systems, your workflow, your hours of operation.
Advice prepared the way you like, to the quality standard you need.
Direct contact with the paraplanners assigned to your account.
A centrally located Australian based team.
Adviser submits their request and client specific information.
Paraplanner acknowledges receipt of request within 24 hours and due date established.
Communication established between paraplanner and adviser if any questions arise.
Draft SoA provided to adviser within 5 business days.
Adviser to review draft and provide any feedback or further action required.
Once approved, the final SoA is then emailed to adviser.
Adviser invoiced for services provided.
B. Com (Finance)
Adv Dip (FP)
10 years industry experience
Adv Dip FS (FP)
7 years experience
Dip FS (FP)
2.5 years industry experience
Of course! We believe in creating a relationship between the financial advisers and paraplanners, you have direct access to the paraplanner who will be working for you.
All information will be received via email to a central email address then allocated to your specific paraplanner.
Standard turnaround time is 5 business days.
All the paraplanners working for us have secure workstations with continuously updated virus protection and firewall security. Confidentially agreements are also signed to protect your client information.
No, we are a completely independent, privately owned Australian company.
YES! None of your work is sent offshore, we prepare all advices from our regional NSW head office.
Our offices are located in Wollongong NSW, and we encourage our clients to come and meet their team as part of building a strong working relationship.
Our prices are dependent on factors such as the volume of work and the complexity of the advice required. We leverage our low cost regional location to ensure you receive market competitive outsourced rates in every situation. Please contact us to discuss in more detail.
Unison Outsourcing have proven to be extremely knowledgeable, professional and a pleasure to deal with over the 18 months we have used their services. They show a genuine interest in achieving the best outcomes for our members/clients and work hard on building strong relationships with our financial advisers, who regularly pass on their appreciation for the work completed.
ADRIAN O'DONNELLTeam Leader, First State Super