Outsource Paraplanning and Support
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.
Compare Quantum Paraplanning & Support with 3 companies in Financial-Services
| Comparison Field |
Quantum Paraplanning & Su...Main Company |
Christensen Group In...View Profile |
Stockman of MontanaView Profile |
Vista Financial Grou...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1952 | 1953 | |
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Company Size
|
— | 201-500 | 501-1,000 | 11-50 |
|
City
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Eden Prairie, Minnesota | Miles City, MT | Beaumaris, Victoria | |
|
Country
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United States | |||
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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
|
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