Support for Financial Planners

Enabling planners to focus more of their time providing exceptional service to their clients


We pride ourselves on:

  • Offering comprehensive support to Financial Planners
  • Ensuring quality and personalised advice is provided to clients
  • Alleviating burdens such as Advice Documents and Technical Research
  • Enabling Financial Planners to focus on client service


Assist in the following areas


Statement of Advice (SOA)

Record of Advice (ROA)

Strategy Papers Projections and Modelling


Strategy Discussions


Quantum Systemised Approach

wide range of SOA services

Thanks to our exhaustive team of completely onshore Paraplanners, we are able to offer a wide range of SOA services, starting from your simple super rollover and insurance plans, down to complex strategies involving multiple SMSFs, Trusts, and Gearing strategies. We have the ability to work with multiple software platforms as required.

Giving Planners more time

Through our systemised approach and documented processes, we support Financial Planners in areas such as strategy, advice documents, technical knowledge and compliance. This allows the Planners to focus more of their time providing exceptional service to their clients.


We work closely with you

If you didn’t know already, the Quantum Paraplanning team works closely with Financial Planners to ensure that the highest level of advice is provided to every single client. Learning to adapt to each Financial Planner’s unique style is our strength, and it allows us to better harness a team approach towards completing any advice document.


“I find the Quantum team very approachable and they are always happy to take a call or reply to email quickly to ensure SOA’s are produced for my clients in a timely manner. I have no hesitation in recommending their service.”

Dion Kratz – DEK Advisory Group Pty Ltd

Get In Touch

Quantum Paraplanning & Professional Support

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