Quality and Efficient Paraplanning and Administrative Solutions
Maximise Your Productivity
Efficient Paraplanning and Administrative Solutions
Abridged Planning Solutions offer high-quality and efficient paraplanning and administrative solutions, allowing you to focus on what matters most.
With our expertise, you can save time and streamline your business operations.
Our Services
We offer ad-hoc paraplanning and administrative services to take care of the fluctuating needs of your business, or to cover any overflow of work and allow your existing staff to focus on other areas.
This means you gain the benefit of a Senior Paraplanner to provide you with advice document preparation and other support services across simple to complex strategies without the risk or cost of hiring a full-time member of staff.
Some of our most common services include:
Statements of Advice (SOAs)
Records of Advice (ROAs)
Strategy Development & Working Papers
Projections & Modelling
Product Comparisons & Analysis
Data Entry & Product Research
Advice Vetting Service
Technical Support & Discussion
With the flexibility to pay per job, this enables you to scale as needed to meet the demands of your business.
We can also offer a dedicated paraplanning service on a contract basis with negotiable terms and rates. Contact us to discuss further.
Why Choose Us
Experience the advantages of partnering with Abridged Planning Solutions.
We offer reliable and professional paraplanning and administrative services that allow you to focus on what matters most to your business.
We have made quality our habit. It’s not something that we just strive for – we live by this principle every day.
Our principles
Quality Service
Efficiency
Client Satisfaction
We are committed to providing high-quality paraplanning and administrative solutions to meet your needs.
We strive to deliver efficient solutions that save you time and allow you to focus on what matters most.
Our goal is to ensure your satisfaction by delivering solutions that meet your expectations and requirements.
About Abridged Planning Solutions
At Abridged Planning Solutions, we specialise in providing high-quality and efficient paraplanning and administrative solutions. We are dedicated to helping businesses optimise their operations and maximise productivity and with our efficient services, you can save time and focus on the core aspects of your business.
Meet our Director and Senior Paraplanner
A career Paraplanner working within the Financial Services Industry for the last 20 years, Michelle is passionate about assisting financial advisers to create quality and compliant advice documents that focus on providing holistic strategies which are tailored to meeting the best interests of their clients.
Throughout her career she has worked with various Financial Planning Firms and their associated Licensees, starting in the industry as a Client Services Officer before moving into the roles of Junior Paraplanner, Paraplanner, Senior Paraplanner, Paraplanning Team Leader and lastly as an Associate/Strategic Paraplanner in the Perth branch of a major Global Financial Services firm.
All of these roles have provided the skills and expertise to allow her to produce quality, compliant and comprehensive advice documents across a broad range of strategies as well as the ability to assist with strategy development, research and analysis and provide other administrative and compliance solutions to your practice, allowing you to streamline your business and manage any overflow.
Michelle Cavanagh
Dip.FS (RG146)
Contact us today to discuss how we can assist your business
Efficient paraplanning and administrative solutions for your business needs
