A community of professional advisers

At Paragem, we’ve built a community of professional advisers, to leverage the power of shared experience, run compliant businesses and pursue growth together.

We provide the freedom and flexibility for advisers to promote their own brand, build their own value proposition and select the platforms and products that best suit their clients’ needs.

Paragem provides a total service package to its advisers, enabling Practice Principals to focus on their clients and growing their practice.  As we’re a small business, you’ll have a direct, personal relationship with our executive team, who provide expert answers quickly, so you can keep moving.

Hear from our advisers

Stinton Wealth Management

Matt Stinton, Director & Principal Adviser at Stinton Wealth Management, shares his thoughts on what advisers should look for when selecting a licensee and why Paragem was the right fit for his practice.

Ford & Scott Financial Planning

Tim Scott, Director at Ford & Scott Financial Planning, shares what they were looking for in a licensee and why building a Client Value Proposition, accessing the right technology, and licensee support was so important to growing their business.

Stinson Hastie & Co

Peter Hastie, Principal Financial Planner at Stinson Hastie & Co, shares why compliance support, adviser culture and professional development were key reasons they chose to partner with Paragem.

Financial Planning Managers

Louise Parker, Principal Financial Planner at Financial Planning Managers, takes some time out to chat about her business, and her journey as a Paragem licensed adviser.

Latest Updates from our Blog

Lifting the lid on transition

Lifting the lid on transition

How long does transitioning to a new licensee take and what is involved? These are two of the most common questions from practices considering a move. An orderly and well-managed transition process should take approximately eight weeks, and while it is in the...

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info@paragem.com.au (02) 8036 6490