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 dealers’ complete back-office support programme with the confidence and simplicity of dealing with a single provider.
Paragem Dealer Services'“full service” package includes all of the components required to effectively manage and operate a small to medium dealer group, charged on a simple per representative basis.
The full service package includes:
Compliance
- Licensee review
- Comprehensive Representative Reviews
- Guidance notes
- Phone & e-mail support
Professional Leadership & Development
- 3 Paragem Leadership & Development days per year in Brisbane, Melbourne & Sydney
- Attendance at the PortfolioConstruction 2 day annual Conference
- RG146 administration: Kaplan's Ontrack Planner & Tracker
- Kaplan's Ontrack Trainer professional development articles
Research
- Lonsec Listed Equities research
Technical Services
- Kaplan Financial Planning Guide
Financial Planning Software
- Xplan (Client Focus, Xtools, IPS, IQM+)
- Paragem's Model Office for Xplan
