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  • FAQs
  • FAQs

FAQs

YES. QPP offers the best value, friendly service through a team of young professionals committed to the Financial Planning profession. We are proud of our team, our work ethic and the quality of our work. We love what we do and it shows
NO. QPP is a specialist Paraplanning business and does not do financial planning nor are we connected to any financial planning practice or group
YES. QPP requires a SERVICE CONTRACT which incorporates the terms and condition of our association. Copy available on our website or on request.
QPP will invoice you on a weekly basis via a detailed statement/ invoice. Payment is due within 7 days of invoice via electronic transfer.
QPP offer a guaranteed 48 hour turn around service at an additional premium of $200
YES. We can produce your SOA's in your practices name and can include any branding or personal details, logos, photos etc. This is your document and we merely create the SOA on your behalf
You are. Financial Advisors provide the financial advice and we produce the statement of advice in accordance with your advice. QPP do act as a technical sounding board and will not produce an SOA if the advice is not compliant
QPP have offices on the Gold Coast and in North Sydney with a Melbourne office to be opened shortly.
All information and data is received electronically via Email. All work comes through our central Email address and is then allocated to specific Paraplanners and teams.
Yes. We will allocate and introduce your QPP team when we sign the service contract and you will have direct access to at least two of the Paraplanners who work for you as well as the QPP partners.
It depends on how complex the advice given is and the quality of the file notes, strategy papers and instructions. All SOA's will be produced and returned within 5 working days and mostly earlier. QPP does offer an emergency 48 hour SOA service at a $200 premium.
Absolutely. All client data is covered under our Service Contract and all QPP staff sign a Confidentiality and Non Compete agreement.Client confidentiality is paramount to our business.

 

We offer a standard rate schedule in 4 SOA categories based on the complexity of the SOA. 

SERVICE FEE
Simple Statement of Advice (Insurance Only/Investment Switch/ROA) $200.00 plus GST
Standard Statement of Advice $400.00 plus GST
Complex Statement of Advice (Examples: LRBA/Gearing) $600.00 plus GST
Time Critical (48 Hours) Additional $200.00 plus GST