About

Sharon Walsh Bsc (Hons), Dip FP and Director of SRW

I completed a Bachelor of Science (Hons) degree from Queensland University in 1996 and found that this gave me a sound base for my work as a Paraplanner, which commenced in 1997.

I entered the industry with the help of my sister-in-law Jenni Erbel, who provided me with the opportunity to study the first subject in the Diploma of Financial Planning. In fact, I was one of the first students at the newly formed Paraplanning Professionals.

After working in the industry for some years I was able to establish my own business.

SRW Professional commences business on the Gold Coast in March 2003 and have a number of professional Paraplanners who provide quality SoA's, RoA's and working papers to Advisers around Australia.

All Contract Paraplanners, have a minimum of two years experience and often come from an advising or technical background. They are able to problem solve and help with the strategy design.

Software

We currently have access to COIN and XPlan. However we are also happy to prepare plans using our own software if you do not have access a commercially available option.

Why use SRW Professional?

In general, a Paraplanner within an Adviser’s office is expected to perform a number of additional tasks which takes the focus away from preparing plans.

By using SRW Professional you know that our main focus is on plan production.

Tthere a number of benefits to you:

You do not need to pay holiday pay or sick leave.
You do not pay the Paraplanner if you have no available work.
You will pay a fixed plan preparation fee, which can be offset by charging the client.
Your plans are prepared efficiently (generally taking 5 – 7 working days) and are prepared using the template you provide.

If you need a professional service, please do not hesitate to call or email us here at SRW