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Spending power
Key facts
Counted staff
6
self-reported band not used
Founded
2016
10 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Legal entity
1 brand → 1 confirmed entity
MUTUAL PARAPLANNING SERVICES PTY LTD
ABN61619380326
Legal entities
Show as table · Mutual Paraplanning Services: 1 registry entity
| MUTUAL PARAPLANNING SERVICES PTY LTD | ABN 61619380326 |
|---|---|
| Confirmed matches | 0 of 1 |
A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.
Description
Founded in 2016, the team at Mutual Plans prides itself on delivering prompt, accurate, expertly-crafted documentation for small, medium and large licensees.
When you work with us, you'll be assigned one dedicated paraplanner based on your needs, niche and/or location.
However, we will always ensure you're never left in the lurch and empty-handed before a client meeting if that paraplanner is absent. Someone else will step in. (That's the benefit of hiring a larger onshore team like ours for virtual paraplanning support.)
We also act as a compliance gatekeeper, with proven auditing reports and feedback (if you would like to see either, contact us here)—particularly when we work across both pre-SoA work and SoA creation. Ultimately, our experienced paraplanners can help you "get it right" when it comes time to audit.
Our Director, Silvia is the Principal Paraplanner at Mutual Plans. Along with her team, she specialises in providing paraplanning services for AMP. Previously Silvia was an AMP employee as a centralised paraplanner and fully trained by AMP directly.
This makes Mutual Plans different to other paraplanners who have not worked with AMP in the past. We understand AMP compliance policies.
We are a member of the Financial Advice Association Australia and Ensombl (previously XY Adviser).
Specialties
All 16 specialties
- Retirement planning
- Debt recycling
- SMSF
- Compliance
- Investment
- Insurance
- Superannuation and super contributions
- Debt management
- Trust & Company entity modelling
- Xplan
- Plutosoft
- Midwinter and AdviserLogic
- Clear communications
- Strategy formulation/discussion
- Financial product research
- Complex financial modelling
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU50 Clarence St; Suite 4922, 903; Sydney, New South Wales 2000Primary
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Signals & hiring
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Headcount trend
Financials
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Paid-up capital
Fiscal period
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Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
Counts only. No names are stored here, and none are served.
FAQ
Which legal entity operates under Mutual Paraplanning Services?
One New South Wales entity on the ABR. MUTUAL PARAPLANNING SERVICES PTY LTD (ABN 61 619 380 326), high confidence.
How many people work at Mutual Paraplanning Services?
The record holds 6 counted staff profiles at January 2026. Its self-reported band sits above that count and is not published as a headcount.
Where does Mutual Paraplanning Services have offices?
One address on record, Australia only. Primary: 50 Clarence St, Suite 4922, 903, Sydney, New South Wales 2000.
Has Mutual Paraplanning Services raised funding?
None linked to this brand.
What does Mutual Paraplanning Services list as its specialties?
16 tags on the brand's own list, among them debt management, compliance and smsf.
Which companies are listed alongside Mutual Paraplanning Services?
Eight peer profiles on record: Iress and Padua Solutions.