Quantum Paraplanning & Support

Quantum Paraplanning & Support

Financial-Services

Company Tagline

Outsource Paraplanning and Support

Industry Category
Financial-Services
Company Description

Quantum Paraplanning & Support is a leading financial services provider dedicated to supporting the financial planning profession. With over 14 years of experience, Quantum Paraplanning & Support helps financial planners create efficiencies in their daily operations through a comprehensive suite of services.

Quantum Paraplanning & Support offers a wide range of solutions, including pre-SOA services and the production of high-quality, compliant Statements of Advice (SOAs), as well as implementation support. Located in Gold Coast, AU, Quantum Paraplanning & Support also provides CSO services to assist with the day-to-day tasks of running a business.

Quantum Paraplanning & Support prides itself on an outstanding team of experienced and new paraplanners committed to extraordinary service. Working across all licensees and in multiple software programs, Quantum Paraplanning & Support attracts individuals with diverse skills, experience, and technical knowledge. Quantum Paraplanning & Support looks forward to enhancing its services with the support of the management team. We invite the manager of Quantum Paraplanning & Support to create a customized and exclusive company showcase and product listing on our platform.

Key Personnel / Employees
Jessica Malone Jade Darmody

Compare Companies Side by Side

Compare Quantum Paraplanning & Support with 3 companies in Financial-Services

4 Companies
Comparison Field
Quantum Paraplanning & Support
Quantum Paraplanning & Su...
Main Company
Christensen Group Insurance
Christensen Group In...
View Profile
Stockman of Montana
Stockman of Montana
View Profile
Vista Financial Group
Vista Financial Grou...
View Profile
Founded Year
1952 1953
Company Size
201-500 501-1,000 11-50
City
Eden Prairie, Minnesota Miles City, MT Beaumaris, Victoria
Country
United States
Skills & Keywords Comparing with main company
12 Total Skills
Financial Planning Paraplanning Statements of Advice Retirement Planning Superannuation Financial Services Loan Processing Personal Insurance Financial Planning Support Loan Processing Support Self Managed Superannuations Business Insurance
14 Total 14 Unique
Unique Skills:
Captives Claims Management Construction Employee Benefits Health & Human Services Life Insurance +8
13 Total 1 Common 12 Unique
Match 8%
Common Skills:
Financial Services
Unique Skills:
Banking Commercial Banking Commercial Insurance Commercial Lending Insurance Investment Management +6
14 Total 14 Unique
Unique Skills:
Aged Care Finance General Insurance Home Loans Investment Investment Management +8
4
Total Companies
1952
Oldest Founded
1
Countries
49
Unique Skills

Similar Companies

Other organizations in the same industry

Sparkasse Südpfalz
Financial-Services
Landau in der Pfalz,...
Systematix Group
Financial-Services

Investment Banking | Institutional Equity | Wealth Management | Retail Broking | PMS #InvestmentsRed...

Mumbai, Maharashtra
India
Gateway Portfolio Services, LLC
Financial-Services

Gateway Portfolio Services, LLC is a Miami Based National Legal Network Serving the Needs of the Cre...

Miami, FL
United States
BBE Finance Club
Financial-Services

Official page of BBE Finance Club @ WU Vienna

Alternative Company Names

This company is also known as

Quantum Paraplanning & Support 量子辅助规划与支持 क्वांटम पैराप्लानिंग एंड सपोर्ट الكم بارابلانينغ والدعم Квантовое парапланирование и поддержка