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Welcome to 

Para Planner Link

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Your best choice for expert onshore outsourced paraplanning & practice support services.

Para Planner Link is an Adelaide based Outsourcing Paraplanning Provider working with advisers nationally on a number of services.

Initial Paraplanning Engagement

Help the adviser understand how to use our

paraplanning service.

Strategy Development & Financial Modelling

Analyse the client’s current situation and formulate an appropriate strategy to assist the adviser to achieve their client's stated goals

and objectives. 

Replacement Product Research

Assist the adviser to research both the “From” and “To” product to help the adviser meet their “Replacement of Product” obligations.

Advice Document Preparation

We use Software and templates to produce the Statement of Advice.

Blue Smoke

Let's Discuss 
Your Next Project

Please fill out the form, or call us to book an appointment with our in-house expert today. 

Karina Dorogi SA Fin, Dip fp. CFP 

0439 662  120

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Blue Smoke

Expert Onshore Paraplanning for Advisers.

We work with you to create Simple to Comprehensive, Compliant SoA's

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