Frequently Asked Questions

Q:Are your paraplanner's RG146 complient?
A: Yes. We aim to ensure that Paraplanners have at least the Diploma of Financial Planning.

Q: What happens if a plan needs to be re-worked?
A: Generally, if we can prepare the changes quickly, then there is not normally an additional cost. However, we may charge an additional fee if the re-work takes longer than 15 minutes.

Additional Resources