Paraplanning Solutions WA

Paraplanning Solutions WA

Outsource your paraplanning direct in Perth to Paraplanning Solutions. Richard McLean is your local paraplanner. Where you get personal service, a quality product and commitment to efficient turnarounds.

Everything you need to streamline your practice

Client friendly and compliant Statements of Advice and Records of Advice within an efficient timeframe of 5 business days (first draft).

Advice documents personalised to your requirements

A direct relationship - one point of contact and you can speak with me as you need. At our initial meeting I like to visit your office and discuss what you require before we start working together.

A basic list of requirements - no endless documents to fill in that duplicate what you've already provided!


Support for your practice during busy periods, or during business/staffing changes


Specialising in Risk only SoA's


Helping you to utilise your Xplan software to its full potential


Service promise

Convenient for Perth practices as we can communicate during normal office hours

Quick turnaround - first draft within 5 business days of commencement

A quality product. If something needs clarification you can talk directly to me

Your client data stays local and secure. A privacy agreement will be signed by both parties before work commences.
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