ABOUT US
We’re a stable team of expert paraplanners helping financial advisors create quality, compliant Statements of Advice and other important documents for your clients.
CLIQUE PARAPLANNING
We’re an Australian-based and document-focused paraplanning group with many years of experience – not only as individuals but as a team, too. We’ve been working together for many years and pride ourselves on our connection with one another. We can assure you that this stability and longevity make our group one of a kind.
In short, we allow you to spend more time advising your clients while we handle the document creation. Focused and precise, our services centre around the Statement of Advice preparation. In fact, we hope to totally replace your current SOA processes. Leave the time-consuming document management to us. After all, you’ve got more important things to do.
Outsourced paraplanning is essential. Document creation is a specialised role that shouldn’t be weighing on you or your staff. Keep what happens inside your organisation focused on your clients and their specific needs. Trust us to put the pieces together in a way that saves your time and energy without disrupting internal workflow.
Paraplanner
Ali is in the process of completing her Grad Dip in Financial Planning but would love to study Art History in the future. Ali enjoys travelling with her partner, listening to music and podcasts, catching up for coffee, and is a voracious reader. In fact, she’d like to write a book one day. About what? She has no idea (yet).
Paraplanner
With almost a decade of experience in the financial industry, Renee has completed her Master of Financial Planning degree. Her deep love for learning means she’s always setting her sights on a new course of study, hoping someday to explore foreign languages or ancient history. Outside of paraplanning and study, Renee enjoys riding and competing with her horses, travelling, and reading.
Paraplanner
Crystal worked in the financial industry for many years before completing her Diploma of Financial Planning in 2015. She also has a BSc in Biology under her belt and is currently studying for a Master of Forensic Science. But the learning doesn’t stop there. In her spare time, Crystal embraces yoga, reading, volunteering at the RSPCA, and even records cover music on guitar. Plus, she’ll never turn down good food while catching up with friends.
Paraplanner
With almost a decade of financial planning experience, Brittany is one of the newest members of the Clique Paraplanning team. Aside from work, Brittany’s goal is to visit every country in the world. Her and her partner do their best to get away every year. She’s also passionate about the environment and has started a garden with the hope of one day being able to grow all her own food. Aside from packing her bags and getting her hands dirty, Brittany also loves spending time with her cats, watching sci-fi, and playing online games.
Paraplanner
Christian’s financial planning experience dates back to 2014, working in both client services and administration and in 2017, he completed his Diploma of Financial Planning. Outside of paraplanning, Christian loves food photography and volunteering with organisations such as the Centre for Volunteering, St. Vincent de Paul’s Society, and Sculpture by the Sea.
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