Quantum Planning has built an exceptional "Central Services" team to support our internal and external financial advisors.
This Central Services team consists of 5 full time professionals including three qualified financial advisors who are doing their 'apprenticeships' before embarking on a financial planning career with us. Four of the Para Planners are graduates or final year students of the Griffiths University financial planning degree program and are ideally placed to provide fantastic support services.
Quantum Planning have implemented a systemised approach which ensures that our advisors receive comprehensive Administration and Para Planning support so that they are able to concentrate on the quality of their advice and higher client activity. This approach ensures that the advisors are able to see more clients and not get 'stuck' in producing SOA's and administration.
Our Central Services team also offers these comprehensive services to external advisors and also to our Licensors Transition Assist Teams. The diversity and experience of the Central Service team ensures that they are able to produce all levels of support at very reasonable costs.