Brand profile · Financial Services

The Complete Paraplanner

The Complete Paraplanner works in Financial Services, out of Adelaide, South Australia. A partnership, at thecompleteparaplanner.com.au. It holds one address on record, all in Australia. It self-reports a headcount band of 2–10. It lists strategy development and compliance among its specialties.

thecompleteparaplanner.com.au LinkedIn

Profile live Partnership Founded 2018 1 office country
Founded
2018
8 years
Office countries
1
1 address
Company type
Partnership
self-reported
Use this profile Compare Your shortlist

Description

The Complete Paraplanner was founded in 2018 by long-term outsourcing paraplanners, Nadia Andonas and Claire Lewis. With their extensive experience, they recognised that financial advisers required more support than was being offered by traditional outsourcing paraplanning services.

Based in Adelaide, Claire and Nadia have serviced MLC Aligned financial advice practices from around the country for more than 17 years. The combining of their skill sets enables them to provide financial advisers with a complete solution for their paraplanning needs, with a focus on comprehensive advice, compliance, and best interest duties.

With more than 17 years’ experience in the financial planning industry, the team of qualified paraplanners at The Complete Paraplanner take the stress out of your paraplanning process. Operating within MLC Aligned practices, we manage all of your research, compliance, and best interest obligations, allowing you to spend your time doing what you do best - meeting with clients and providing advice.

For the right Paraplanner to boost your productivity and profitability, look no further.

Specialties

All 8 specialties
  • Complicated Financial Modelling
  • Defined Benefits
  • Untaxed Super Funds (i.e. Super SA)
  • Cash Flows
  • Strategy Development
  • BEST INTEREST
  • COMPLIANCE
  • PEACE OF MIND

Related specialties

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table
Countries1
Primary countryAU

All codes: AU

Addresses

  • AU1 Clark Terrace; Adelaide, South Australia 5023Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Notify me about spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend
Notify me about signals

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
Notify me about financials

FAQ

Where does The Complete Paraplanner have offices?

One address on record, Australia only. Primary: 1 Clark Terrace, Adelaide, South Australia 5023.

What does The Complete Paraplanner list as its specialties?

Eight tags on the brand's own list, among them strategy development and compliance.

What is The Complete Paraplanner's website?

thecompleteparaplanner.com.au