QUANTUM

CSO Service

No task to big or small, we are here to assist with the day-to-day

THE DETAILS

CSO Service

The Quantum CSO Offering assists with day-to-day tasks of running a business such as, but not limited to:

  • Following up on address changes
  • Checking Annual Advice Agreements
  • Applications are implementing and inforce
  • Phoning product providers to collect up to date information or certificates of currency

These types of tasks can add up and consume you and your staff’s time, which could be better spent building a stronger relationship with your clients. Quantum has the ability to complete projects for your business for areas that may be neglected, or you do not have time to complete.

Quantum

We can ensure your back office is up to date by

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Assisting

Assisting with inputting details in your CRM software (such as Xplan)

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Organising

Organising review dates.

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Following

Following licensee checklists to make sure every document required for audit is there

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    Preparing

    Prepare and organise Annual Reviews for clients throughout the year so these are available for your client meetings

    Testimonial

    Quantum Support has been assisting me for many years with my back office, file preparation and research which enables me valuable time to service my clients and generate new business whilst their paraplanning team continuously provide compliant advice documents in a timely manner. I have found working with Quantum Paraplanning and Support very beneficial for my business and would recommend their services for advisers who are concerned with compliance and those who are time poor.”

    James Lonergan – Goldhurst Wealth Management

    Get In Touch

    Quantum Paraplanning & Professional Support

    07 5532 9516
    admin@quantumcentralservices.com.au
    PO Box 5007, Pacific Pines QLD 4211