Quantum Paraplanning and Support

Our Financial Planning Process

A streamlined and supportive process that enables Financial Planners to focus on the bigger picture


Create Efficiencies with Quantum’s Support

The efficiencies created when you choose Quantum for your back-office support allow you as the Financial Planner more time to generate new business and focus on providing exceptional service to your existing clients.

With Quantum on your team, you can have confidence the essentials are taken care of while you grow your business.


Financial Planning Process

Our process is flexible and the team at Quantum can support you some of the way or all the way- from Pre- SOA through to implementation, including your Paraplanning needs. It’s up to you and what works best for your business.

Initial File

Fact Find
File Note
Strategy Outline

Pre-SoA Service

Review and Clarification

Review & Submission

File Review
SOA Submission

SoA Service

Working Paper
Advice Document
Paraplanning Review
Application Forms

Implementation Approval

Client approval to commence implementation


Implementation Process

  • Adviser Completes
  • quantum Completes


The research, admin and financial plans are well prepared, compliant with very little rework, competitively priced and returned in a timely manner. The Support staff and Paraplanners communicate well and are always up to date with industry changes. As a busy business owner, outsourcing my paraplanning and administration needs to Quantum has allowed me to focus more on growing my business. I would be very happy to recommend them’’.

Melissa Azzopardi – MMA Financial Planning

Get In Touch

Quantum Paraplanning & Professional Support

07 5532 9516
Unit 2, 249 Scottsdale Dr Robina Q 4226