New Australian Paraplanning Services Company
Melbourne Paraplanning Services has recently launched as a new Paraplanning Services company based in Melbourne, Australia. Melbourne Paraplanning Services will produce Statements of Advice for Australian Financial Planning practice, on a fee-per-SOA basis.
They are a new company, commencing operations in September 2016.
Mark McIlroy is the principal of the company.
Mark's background is in the Financial Services sector, in Portfolio Manager (Quantitative) and IT development roles.
In 2014 Mark moved into the Financial Planning sector, completing a Graduate Diploma of Financial Planning.
Mark also holds a Masters of Applied Finance and Masters of Financial Planning.
Melbourne Paraplanning Services' main business activity will be producing Statements of Advice for Australian Financial Planning practices.
Clients receive a quote for production of their SOA before deciding to proceed, and there is no requirement for any ongoing or minimum level of engagement.
Please refer to their website www.melbpara.com.au for more information.