Paraplanning | Strategy | Compliance Support
ClearPath Advisory Support
Remote support for Australian financial advisers — helping manage workload, maintain compliance, and deliver high-quality client outcomes.
Experienced Adviser Support. Personalised Paraplanning.
I provide remote paraplanning and advisory support to financial advisers, with experience across strategy development, SOA preparation, and compliance-focused file review.With a background as an associate adviser and in compliance-related roles, I understand the full advice process — from initial strategy through to audit-ready documentation.This allows me to support not just the preparation of advice, but also the quality, structure, and compliance of the final file.
Why ClearPath Advisory Support?
Experienced
Over 10 years in the financial planning industry, with experience spanning client services, associate advising and senior paraplanning.Personalised
Tailored support that aligns with your advice process, documentation style and business objectives.Flexible
Engage support when you need it—whether for ongoing paraplanning, overflow capacity or project-based work.Reliable
Consistent, high-quality work, clear communication and dependable turnaround times to help keep your advice process moving efficiently.ClearPath Advisory Support is more than an outsourced paraplanner — it's a trusted extension of your advice team.
SERVICES
Paraplanning & Advice Preparation
SOA and ROA preparation
Strategy research and modelling
Product and technical research
Cashflow and scenario analysis
Compliance & File Review
Pre-submission file checks
Compliance-focused review of advice documents
Identifying gaps and remediation support
Preparing files for audit readiness
Adviser Support
Overflow and backlog support
End-to-end file preparation