Introduction to financial paraplanning
AFGS paraplanning was built on providing quality paraplanning solutions across all financial advisers in Australia. Our main focus on offering our service is reducing costs, minimizing adviser time and increasing accuracy in the advice production process.
We provide A to Z paraplanning services, including all the pre-SOA or administrative tasks, SOA/ROA’s and implementation process tasks. Engaging our services ensures you are able to save approximately 50% to 70% on business costs. Our aim is to help the advisers achieve their full potential and free up time to grow the business.
All AFGS staff undertake rigorous training through our custom built learning management system that provides certifications, ongoing training and professional development. We operate within a framework of ISO 27001 certification so you can feel confident that all data shared with us remains safe and secure, and we employ our own RG-146 certified reviewers to keep our output quality at the highest standards possible.