Let us help you grow your business
Leverage our extensive paraplanning experience and do what you do best, spend time looking after your clients and growing your client base.
Don’t spend your time in front of your computer. Let us prepare your advice documents while you spend time with your clients. Our paraplanners have extensive experience with a minimum degree level education, DFP qualifications, ongoing CPD training and support from our close-knit team. We have a simple process and we are flexible in how we work with you.
Try our cost-effective paraplanning service through which we add real value to your business.
We work with financial planning businesses across Australia, from Perth to the Gold Coast, helping advisers through our boutique paraplanning service.
You have come to us because you have realised that you can’t grow your business by spending time in front of your computer. You want to spend your time with your clients. You need expert paraplanning support that can be tailored to your needs.
Free up your time, improve efficiency and reduce costs by working with Abound Paraplanning.
Free up your time and do only what you do best – spend time with your clients and grow your business.
Please click here to view the pdf version of the ISO27001 certificate.
We help you, as an adviser to:
Our Associate Adviser Service is a result of the ever-increasing demands on advisers on one hand, and our experienced staff on the other hand.
As a number of our paraplanners have from 4 to 8 years of financial planning experience, we are in a position where we can do a significant part of an adviser’s job. It’s basically everything that an adviser might do, other than attending client meetings and writing up basic meeting notes.
These are some of the things that we can do for you:
In order to benefit from our Associate Adviser Service, all you need to do is send us your client meeting file note (which is usually around one A4 page of writing). We will do everything else for you. While we work on your client file we check in with you on a regular basis to make sure we’re on the right track.
Once all strategy and product recommendations have been confirmed, after your approval, we will pass on the client file to our paraplanners in order to prepare your advice document.
Free up your time and rely on our experience, quality and professional Associate Adviser Service.
Get in touch with us to book a 30 minute introductory meeting and find out more about our Associate Adviser Service.
We want to help you achieve your personal and business goals! Utilise and leverage our financial planning and paraplanning experience, technical expertise and knowledge to run a better business.
Partner and Head of Abound Paraplanning who specialises in the development and management of advice documentation.
My qualifications/experience…
I have completed a Bachelor of Business (Economics and Finance) at RMIT University. I am a Certified Financial Planner (CFP) and a member of the Financial Planning Association.
I have been working in the financial planning industry since 2001. I have been at Abound Lifestyle Planning since the commencement of my financial planning career and Head of Abound Paraplanning since 2012.
My other interests are…
I enjoy all types of sports as a way of exercising and relaxation. I enjoy all of the good things that life has to offer and try to make the most of every opportunity.
I want to make a difference by…
Helping out the people around me and sharing my thoughts on various issues.
I value…
Integrity, consistency and an open mind. Progress and passion.
Ph: 03 9373 3500
Email: Milan@aboundparaplanning.com.au
Linked In: https://www.linkedin.com/in/milan-petrovic-0b388751
Director of Abound Financial & Lifestyle Planning, Abound Paraplanning, Senior Financial Adviser and has extensive experience in financial planning, accounting and tax.
My qualifications/experience…
Bachelor of Business Studies (RMIT), Certified Financial Planner & Certified Practising Accountant.
My other interests are…
I enjoy all sports! I have been actively participating in Triathlons over the last few years.
I want to make a difference by…
Helping people with direction by understanding their goals and aspirations and then translating this into a workable, realistic financial plan.
I value…
Above all my family! From a business perspective I value my position and I treat clients exactly how I would like someone to treat me that is with respect, integrity and commitment.
Ph: 03 9373 3500
Email: Richard@aboundlp.com.au
Linked In: https://au.linkedin.com/pub/richard-brown/17/30b/75b
Director of Abound Financial & Lifestyle Planning and Abound Paraplanning, Senior Financial Adviser and has extensive experience in financial planning and same sex advice.
My qualifications / experience:
I have completed a Bachelor of Business (Financial Planning) at RMIT University. I am a Certified Financial Planner (CFP) and a member of the Financial Planning Association. I have been working in the financial planning industry since 2000, gaining experience in both large corporations and boutique firms.
My other interests are…
Relaxing with friends and family and travelling.
I want to make a difference by…
Helping clients achieve dreams they never thought were possible.
I value…
Compassion, trust, understanding and friendship.
Ph: 03 9373 3500
Email: Clinton@aboundlp.com.au
Linked In: https://au.linkedin.com/in/clinton-smith-137a0224
My qualifications/experience…
I have completed Master studies at Faculty of Economics, University of Belgrade, Department of Finance, Banking and Insurance. I hold a Diploma of Financial Planning from the International Institute of Technology (Melbourne, Australia) and intend to continue developing my skills in Financial Planning.
I have been working with Abound Paraplanning since 2012.
My other interests are…
I enjoy hiking and exploring wonders of nature. I am very passionate about waterfalls and I would like to visit the three biggest waterfalls in the world.
I want to make a difference by…
Always striving to bring out the best in myself and others.
I value…
Spending time with my family and friends.
Linked In: https://rs.linkedin.com/pub/marija-vasic/a1/bb0/276
My qualifications/experience…
I have completed a Bachelor of Business (Marketing and Management) at Concordia University Irvine, USA. I have been working with Abound Paraplanning Services since January 2014.
My other interests are…
I enjoy all sports, especially water polo. I played water polo for 15 years. I love spending time with my friends and family and I enjoy travelling.
I want to make a difference by…
Being reliable, precise and someone my team can really depend on.
I value…
Trust, hard work, an open mind and true friendships.
Linked in: https://rs.linkedin.com/in/martin-babovic-0263675b
My qualifications/experience…
I hold a Master’s degree in economics. I have graduated from the Department of International Economics and Foreign Trade at Belgrade University. I have been working with Abound Paraplanning since 2013. I intend to continue developing my knowledge in Financial Planning.
My other interests are…
I love travelling and discovering new places…
I want to make a difference by…
Continuously developing my skills and knowledge while helping others grow.
I value…
Honesty, positive attitude, integrity.
My qualifications/experience…
I hold a Master’s degree in Management (Belgrade University, Faculty of Economics). I have earned a Diploma of Financial Planning at the International Institute of Technology (Melbourne, Australia).I have been working with Abound Paraplanning Services since 2012.
My other interests are…
Spending time with my family and friends, reading, sewing and anything that involves creative work.
I want to make a difference by…
Improving my skills and knowledge and sharing positive energy with people around me.
I value…
Family, commitment, passion, people with strong personalities, inner peace and faith.
Linked In: https://rs.linkedin.com/pub/ljubica-pajevic/57/561/5aa
My qualifications/experience…
I have graduated from the Faculty of Economics, University of Belgrade at the department of Accounting, Audit and Financial Management. I have been working in the financial planning industry since 2013 as a Paraplanner.
My other interests are…
I love travelling and experiencing different places and cultures. I enjoy ancient and modern art as well as interactive information technology forums.
I want to make a difference by…
Motivating people to achieve their potential regardless of whether they are my friends, team mates or random strangers.
I value…
Self-awareness and confidence.
LinkedIn: https://rs.linkedin.com/in/dankosuka
My qualifications/experience…
I have completed a Bachelor of Business Administration and a Bachelor of Economics at American University in Bulgaria. I am currently enrolled in the Diploma of Financial Planning course at the International Institute of Technology. I have been working with Abound Paraplanning Services since August 2012 and have been involved in the financial industry since 2010.
My other interests are…
Financial Markets, ForEx, Start-ups, History, Travelling.
I want to make a difference by…
Helping people find their path to the desired lifestyle, providing help to people in need and donating to charities.
I value…
Hard work, team spirit, open mind and honesty.
Linked in: https://rs.linkedin.com/in/nenad-miladinović-70639817
My qualifications/experience…
I have completed a Bachelor of Business (Executive Management) at The Graduate School of Business Studies in Belgrade, Megatrend University. I have been working with Abound Paraplanning Services since January 2014.
My other interests are…
I enjoy spending time outdoors with my family and friends, discovering new places and cultures, social and environmental awareness.
I want to make a difference by…
Being friendly, reliable, trustworthy and helpful.
I value...
Honesty, true friendships, optimism and open-mindedness.
My qualifications/experience…
I hold a Master’s degree in Management and Organisation from Belgrade University, Serbia. I have been working in the financial planning industry since March 2015.
My other interests are…
I enjoy spending time with my family, friends and my dogs. I love travelling, swimming and playing volleyball.
I want to make a difference by…
Being reliable and doing my best at all times.
I value…
Integrity, honesty and persistency.
Linked in: https://rs.linkedin.com/in/andrea-jevtovic-0385582b
My qualifications/experience…
I have completed a Bachelor of Business (Economics and Finance) at RMIT University. I have worked in insurance, superannuation and banking. I bring a broad experience to Abound Paraplanning. I joined the team in October 2016 and I'm responsible for corporate relationships and marketing.
My other interests are…
Exploring different parts of the world is my passion, but nothing compares to quality time spent with my family. I love music, the theatre and endless chats with my friends.
I want to make a difference by…
helping people, being kind and positive.
I Value…
Kindness, an open mind and people with passion.
Linked In: https://www.linkedin.com/in/milica-petrovic-a1517325/
My qualifications/experience…
I hold a Bachelor’s degree in Finance, Banking and Insurance from Belgrade University. I have been working with Abound Paraplanning Services since February 2019.
My other interests are…
I am very passionate about running and rollerblading. I also enjoy taking long walks with my dog. I love travelling, dancing and spending quality time with my friends and family.
I want to make a difference by…
Working hard and constantly learning and improving myself so that I can be helpful to others.
I value…
Honesty, kindness, teamwork, deep and meaningful conversations and true friendships that last a lifetime.
My qualifications/experience…
I hold a Bachelor’s degree in Economics, Analysis and Policy from Belgrade University. I have been working with Abound Paraplanning Services since February 2019.
My other interests are…
My hobbies include: aquaristics, reading about history and doing sports. I enjoy spending time with my family and friends.
I want to make a difference by…
Being reliable, respectful and trying to be a valuable team member that my team can always count on.
I value…
Honesty, friendship, open-mindedness, tolerance and practical problem-solving.
My qualifications/experience…
I hold a Master’s degree in Financial Management (Belgrade University, Faculty of Organizational Sciences). I have been working with Abound Paraplanning Services since February 2019.
My other interests are…
I enjoy doing anything related to creative work. I love travelling, spending time in nature and talking about the future.
I want to make a difference by…
Constantly improving my knowledge and always doing my best.
I value…
Open mind, persistency, team work and positive vibes.
My qualifications/experience…
I hold a Bachelor’s degree in Accounting and Audit from Belgrade University. I have been working with Abound Paraplanning Services since February 2019.
My other interests are…
I enjoy travelling, reading books and spending time with my family, friends and dogs.
I want to make a difference by…
Improving my knowledge and skills and being reliable, hardworking, persistent and always there when needed.
I value…
Honesty, teamwork, integrity and positive attitude.
My qualifications/experience…
I hold a Bachelor’s degree in International Finance from Belgrade University. I have been working with Abound Paraplanning Services since September 2020.
My other interests are…
I enjoy travelling, learning about other cultures, watching movies and organizing events for family and friends.
I want to make a difference by…
Being reliable and helping others in any way I can.
I value
Honesty, reliability, time spent around people I love.
My qualifications/experience
I hold a Bachelor’s degree in Accounting, Audit and Financial Management from Belgrade University. I have been working with Abound Paraplanning since March 2021.
My other interests are
I enjoy painting, traveling, reading books and spending time with family and friends.
I want to make a difference by
Improving myself on daily basis so I can help others.
I value
Family, friends, kindness, honesty.
My qualifications/experience…
I have completed a Bachelor of Economics at the College of Economics and Tourism in Belgrade. I have been working with Abound Paraplanning Services since September 2015.
My other interests are…
I love spending time with my friends, visiting new places, taking photos, dancing, reading, singing.
I want to make a difference by…
Helping others, being loyal, trustworthy, friendly and reliable.
I value
Honesty, true friendships, hard work, devotion, time spent with my friends and family.
Linked In: https://rs.linkedin.com/in/jelena-aleksic-bb21065a
My qualifications/experience
I hold a Bachelor’s degree in Economic Analysis and Policy from Belgrade University. I have been working with Abound Paraplanning since June 2023.
My other interests are
I enjoy traveling, learning languages and finding out different cultures, spending quality time with family and friends.
I want to make a difference by
Helping people make optimal financial decisions according to their desired lifestyle, sharing positive energy and being kind to others.
I value
Effort, consistency, honesty and people who have made their dreams come true.
Our business model is based on the belief that advisers and paraplanners are very different individuals who, by working together, can achieve great results. Both advisers and paraplanners need to focus on their strengths without trying to do the job of the other role. This allows individuals in each role to maximise their performance, rather than trying to do it all.
Abound Paraplanning is a specialist paraplanning provider located in a centralised, secure office and we work with financial advisers across Australia. We keep advisers away from their desks so that they have more time to talk to their clients.
We have been providing outsourced paraplanning services since 2012. Prior to that, paraplanning services were provided to in-house advisers. We have grown consistently year on year by investing in staff and expanding capacity. Our staff keep up to date on all technical and other financial planning-related issues through ongoing in-house training and external courses such as the DFP and ADFP. We have extensive paraplanning experience and vast financial planning knowledge.
We take physical security and IT security extremely seriously. Our office is secured by monitored key card and physical key access through high security office doors. Our IT system is cloud-based and we have all appropriate data protection and recovery measures in place. We hold the ISO27001 certificate for information security management. We have legal agreements in place ensuring that all information that is with us remains confidential.
Grow your client base by focussing on what you do best, and let Abound Paraplanning look after your paraplanning needs.
Office Address:
Level 1, 416 Mt Alexander Road
Ascot Vale VIC 3032
AUSTRALIA
Postal Address:
PO Box 393
Flemington VIC 3031
AUSTRALIA
Phone 1300 226 863
Fax (03) 9326 2171
Email general enquiries to: info@aboundparaplanning.com.au
Email requests to: docs@aboundparaplanning.com.au
We provide the highest quality advice documents. Our paraplanners have years of experience, are proactive and add value to your advice through active feedback on any potential strategies, potential compliance issues and other issues that we may notice. If you’ve tried other outsourced paraplanning services and haven’t been happy with them, you’ll be happy to know that we are different and you won’t regret trying out our service.
We specialise in preparing advice documents (SoAs and RoAs) although we can do more than that.
As a number of our paraplanners have years of experience and relevant qualifications (degree & higher, DFP, ADFP), we also provide an Associate Adviser service, where we can do a significant part of an adviser’s job. This can be everything that an adviser might do, other than attending client meetings and writing up basic meeting notes.
We also provide a range of stand-alone services that are part of the advice process, such as data entry, financial modelling, portfolio modelling, product comparisons (investment and risk), and other tasks based on the specific needs of each adviser and practice. The only services we do not provide are contacting third parties for information and completing applications.
Contact us to arrange a 30 minute introductory meeting via Microsoft Teams, Zoom or Skype. We will discuss your needs, what we can provide and the way forward.
Complete our Request Form and email it to docs@aboundparaplanning.com.au We will contact you once we have reviewed your request.
It takes us around two days to prepare a comprehensive SoA when we have all required information. The entire process, from start to finish usually takes eight business days. This takes into account the time required to clarify any issues, obtain missing information and, if required, undertake research.
The most common type of SoA that we prepare has an average cost of $650+GST. The cost of each job depends on the time required to complete the job and can generally range from $300+GST up to $1,200+GST. We provide an upfront quote for each request based on the time required to provide our service. We provide one itemised invoice at the end of the month for all the work completed for you during the month.
We can provide an express service with a shorter turnaround time. A fee loading applies for skipping the queue. For further information please refer to our request form or contact us to check availability.
We provide all completed SoAs in a Word document. Presentations (if required) can be provided in Word or PowerPoint. Documents can be emailed or uploaded to XPlan or other cloud service such as Microsoft SharePoint.
We use licensee templates as they are set up to meet licensee requirements and we generally find that advisers are most comfortable with documents that they’re used to.
We specialise in XPlan and are experts in using all XPlan tools. We also use the Microsoft Office suite. Advice documents are provided in Word.
All our advice documents go through an internal review process. Even though we are not an AFSL holder and are not responsible under ASIC for our work, we do all our work as though we were regulated by ASIC. However, the advice provided to the client is solely the adviser’s and licensee’s responsibility.
Our entire computer network has the highest data security and virus protection. Employment and confidentiality/privacy agreements are used to protect all client information. We hold the ISO/IEC 27001 certificate for information security management. This is a stamp of approval for all the measures that we have in place to protect data that is with us.
No, we cannot contact your clients’ existing product providers. You need to supply this information to us when you request an SoA.
Please email your completed Request Form and required documents to docs@aboundparaplanning.com.au We will contact you within 24 hours.
Although advisers are always responsible for the advice provided, we do have a PI policy in place with $2 million of cover.