Seamless Financial Planning Back-office - female financial planner holding coffee and ready for a client consultation

Build Wealth and Relationships

Create a lasting relationship whilst helping your clients achieve holistic wealth through a seamless financial planning back-office support.

Seamless Financial Planning Back-office - male financial planner holding a laptop for strategic investment planning with client

Seamless Financial Planning Back Office

2023 FY:
Statement of accounts
0 +
Records of advice
0 +
Lifetime:
Statement of accounts
0 +
Records of advice
0 +
Funds under management
AUD $ 0 +
We use technology to boost efficiency:

Free up Valuable Time

      • Pre- and Post-SOA
      • Advice implementation
      • XPlan maintenance 
      • Class Portfolio Administration
      • Portfolio Administration
      • Insurance implementation and administration
      • Client ID management
      • Advice documents preparation
      • Scenario Modelling
      • Risk Researcher needs analysis and quotes
      • WealthSolver scenarios
Seamless Financial Planning Back-office - busy female financial planner creating portfolio
We help deliver good advice

Effective
strategic planning

Our team of qualified administration support staff has the skills and experience necessary to complete regulatory compliance requirements. We will manage your back office and give you more time for providing good advice and identifying valuable investments.

We nurture client relationships

Best
financial future

Our Senior Paraplanning staff with RG146 certification can prepare highly technical, up-to-date and compliant fit-for-purpose advice records. We can also develop tailored systems and processes, so you can focus on helping your clients improve their quality of life.

We provide seamless financial planning back-office services to assist financial advisers with navigating the increasing complexities of regulatory requirements, whilst growing their business. Our team of experienced paraplanners and admin staff can give you more time guiding your clients towards having the best financial future.

Seamless Financial Planning Back-office - busy male financial planner meeting with client providing good financial advice

Seamless Financial Planning Back Office

Focus on providing good advice

Take it from our clients.
Start your outsourcing journey with DBA

Let’s chat over coffee.

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