CF1 10.0% 2.2¢ complii fintech solutions ltd

Well I do very little paraplanning. Predominately financial...

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  1. 5,633 Posts.
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    Well I do very little paraplanning. Predominately financial planning and practice management. I do write some SOAs now and again in instances where current paraplanners are already at capacity and those are the plans I have previously outsourced to providers like Intiger. I have worked as a paraplanner in the past though, generally that's the natural progression to one becoming an adviser as you would know. When I previously said I have provided 70 odd SOAs last financial year, I meant that as a planner providing advice. I probably didn't make that clear though, my bad.
 
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