Paragem Dealer Services enables advisers to access a range of specialist licensee support services essential to the professional delivery of personal advice.
Paragem's services are continually upgraded in line with the needs of our partnered licensees and representatives. Click below for more information on Paragem's range of services:
Paragem Dealer Services is one of the most experienced providers of AFS licensing services in Australia, assisting more than 100 practices to obtain their own AFSL and make subsequent variations to enhance their business model.
Paragem will assist you to prepare an AFSL application and relevant supporting documentation, lodge these documents with ASIC on your behalf and manage ongoing liaison with ASIC to ensure that your application succeeds to the limit of your business' capabilities. Click here for more
Click here to have a Paragem representative contact you to discuss your strategic options.
A well-structured, diligent compliance programme is a critical part of maintaining an AFSL and the industry is becoming increasingly aware of the impact that governance is having on business continuity and reputation.Paragem's understanding, experience and pragmatism ensures you will obtain the best advice in the industry. Click here for more
The continual education and development of Advisers is core to any successful Dealer Group. The accumulation of Continuous Professional Development points is also essential to maintaining professional memberships and accreditation. Paragem's Leadership & Development Days are focused on extending knowledge and stimulating ideas, maximising benefit to the Financial Adviser. Click here for more
Paragem's Paraplanning team offers a cost effective and comprehensive service allowing Advisers to focus on relationship-building and other revenue generating activities while having peace of mind that their plans are produced to the highest standards. Click here for more
Paragem Dealer Services provides access to a broad range of in-depth information and analysis through Lonsec managed fund, listed income and listed equities research and SuperRatings 'Smart' research. Click here for more
Paragem Dealer Services provides access to the industry leading Xplan financial planning software. Paragem can provide a comprehensive suite of business process and document templates and can customise the software to suit your business needs. Click here for more
Paragem's "Model Office" for Xplan provides a comprehensive suite of pre-configured advice document templates, "wizards", strategy texts and practice management processes ("threads") to enable you to reap the benefits of the Xplan software suite as quickly as possible.
Working with sole practitioners and corporate dealer groups, Paragem can provide an objective review of your practice, highlighting how to improve the efficiency and effectiveness of your organisation, and assist in implementing solutions accordingly. Paragem's focus is on providing pragmatic advice from hands-on consultants who can assist in turning your business strategy into successful operations. Click here for more
Our services are flexible and can be tailored to suit a client's specific needs and circumstances. We also offer a 'Paragem Package' which creates a dealer's complete back-office support programme with the confidence and simplicity of dealing with a single provider. Click here for more
