Our Services – Paraplanning

VBP

Contact Info

AZNGA, Level 10, 88 Philip Street, SYDNEY NSW 2000

Sales@vbp.au
(02) 899 99696

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Interested in providing the best advice?

Our Paraplanners can supercharge your business.

Get Started

Our dedicated Paraplanners can be fully integrated into your existing workflows.

Want to hire RG146-trained Paraplanners?

Here’s why we’re the right choice.

Dedicated Team Members

Our Paraplanners are fully integrated into your existing workflows to bring you personalised and focused support, and produce outputs tailored to your practice preferences.

Quality Assurance Support

We enhance our Paraplanners' capabilities by investing in a fully resourced Quality Assurance Team that reviews advice documents, supports strategy confirmation, and provides ongoing coaching and guidance

Increase Process Efficiency

We provide affordable pricing by lowering operational and human resource costs, and helping you reclaim time for higher-value tasks.

High-Quality Advice Document

We ensure high-quality output by providing expert technical support, continuous professional development learning, and guidance on the production process.

Reduce Completion Time

Our Paraplanners handle upfront modelling, comparisons and strategy documents to streamline the advice preparation process.

Access the Best Talent

Our Paraplanners have completed their Advanced Diploma for Paraplanning (RG146). We conduct thorough recruitment and provide ongoing coaching and live refresher sessions.

Dedicated Team Members

Our Paraplanners are fully integrated into your existing workflows to bring you personalised and focused support, and produce outputs tailored to your practice preferences.

Quality Assurance Support

Increase Process Efficiency

We provide affordable pricing by lowering operational and human resource costs, and helping you reclaim time for higher-value tasks.

High-Quality Advice Document

We ensure high-quality output by providing expert technical support, continuous professional development learning, and guidance on the production process.

Reduce Completion Time

Our Paraplanners handle upfront modelling, comparisons and strategy documents to streamline the advice preparation process.

Access the Best Talent

Our Paraplanners have completed their Advanced Diploma for Paraplanning (RG146). We conduct thorough recruitment and provide ongoing coaching and live refresher sessions.

Dedicated Team Members

Our Paraplanners are fully integrated into your existing workflows to bring you personalised and focused support, and produce outputs tailored to your practice preferences.

High-Quality Advice Document

We ensure high-quality output by providing expert technical support, continuous professional development learning, and guidance on the production process.

Quality Assurance Support

We enhance our Paraplanners’ capabilities by investing in a fully resourced Quality Assurance Team that reviews advice documents, supports strategy confirmation, and provides ongoing coaching and guidance

Reduce Completion Time

Our Paraplanners handle upfront modelling, comparisons and strategy documents to streamline the advice preparation process.

Increase Process Efficiency

We provide affordable pricing by lowering operational and human resource costs, and helping you reclaim time for higher-value tasks.

Access the Best Talent

Our Paraplanners have completed their Advanced Diploma for Paraplanning (RG146). We conduct thorough recruitment and provide ongoing coaching and live refresher sessions.

Learn More

Check out
what our clients
have to say.

Eunice is incredible. She has not only exceeded our expectations but has really gone above and beyond the scope of her role as a Paraplanner. Her work is good, in fact, we now no longer have our SOAs checked by compliance, Eunice’s end result is that good.

Ashleigh Gonazlez

Product & Client Delivery Manager, MBS Insurance

Our leaders bring a wealth of experience that elevates our offer to the next level.

Our Leaders

Siddhi Padia

Technical Lead - Paraplanning

Siddhi brings over 13 years of experience working at large licensees in their paraplanning and quality assurance divisions. She is responsible for ensuring operational excellence within our Quality Assurance team, and provides professional and technical support to our paraplanning team.

Chris Miller

Technical Lead - Paraplanning

With 10 years of experience in the financial planning industry, Chris leverages his knowledge and experience to provide high-level support and guidance to both VBP’s paraplanning division and external clients.