Adviser First

At Adviser First, we're dedicated to providing top-notch outsourced paraplanning services to financial planners, advisers, and small businesses across Australia. Since 2004, our committed team of experts has been delivering high-quality, compliant Statements of Advice (SoAs) to help our clients focus on what matters most - their clients' needs. Our team of experienced paraplanners possess strong technical knowledge and understand compliance requirements, ensuring that all SoAs are tailored to meet our clients' unique needs.

Our Services

We take pride in offering a comprehensive range of paraplanning services designed to help our clients overcome the challenges of complying with industry standards. Our expertise lies in producing high-quality SoAs using relevant software and dealer group templates in a timely manner. We understand the importance of communication and precision, which is why we take the time to understand our clients' needs and ensure that all SoAs are compliant with their requirements.

Our goal is to make your paraplanning experience as seamless and efficient as possible. We've developed a user-friendly way for clients to submit SoA requests and apply a standardised review system to ensure all documents pass our quality control tests. Our team of certified practitioners, technical experts, and affordable pricing structure set us apart from the competition.

Why Choose Us?

At Adviser First, we believe that outsourcing your paraplanning needs can be a strategic tool for making your business and advisers more productive and profitable. By outsourcing to us, you'll gain access to a dedicated team of paraplanners with strong technical knowledge and a deep understanding of compliance requirements. Our services are designed to provide you with a quick turnaround time, access to paraplanners after-hours and on weekends, and a tailored solution to meet your unique needs.

The Benefits of Outsourcing

Outsourcing your paraplanning work can bring numerous benefits to your business, including:

• Quick turnaround time
• Access to experienced paraplanners
• A dedicated team to service all your practice's paraplanning needs
• Maximising your time and focus on high-value activities
• Control over costs with our set fee structure
• Reduced risks associated with employee turnover
• Tailored solutions to meet your unique needs