Paragem

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The next

best thing

to your own license

At Paragem,

we have a service company outlook with our licensee service being the next best thing to your own license. We partner with a collective of quality advice businesses, delivering them services that match their needs.

Licensee Services​

Compliance, technology, peer-to-peer forums just to name a few.

Accelerate

To drive profit growth in your business.

Transitional Equity

We will work with you, to see where we can add value.

Licensee Services

On call access to compliance expertise

Annual compliance audits

Preferential access to technology innovation

Advice document templates

Policies and Procedures

Research support

Scale pricing for advice technology

Governance tools

Professional Development

Conference
Principal Forums
State based PD Days
Monthly Webinars

Accelerate

A collective of leading programs to drive profit growth in your business.

12 month coaching and accountability program to drive profit growth

Board style meetings for accountability and execution

Mentoring for leaders and team members

SME Strategy programs

Sales Program and execution

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Transitional Equity

If you have ambitions to corporatise, plan succession, operate efficiently and/or strengthen your balance sheet then talk to us about transitional equity.
Are you?
A proven entrepreneur and ‘rainmaker’ with an effective lead generation model/organic strategy?
An owner with a genuine partnership mind-set; open to jointly developing a corporatized model office
Looking for a growth partner or someone who can assist your staged exit/succession and business continuity

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Hear from our advisers

Our People

Accomplished business development executive with over 20 years’ experience in Financial Services including leading high performing advice teams and communities by focusing on strategic growth and strong practice development.

Key focus has been supporting businesses to set, monitor and achieve their strategic plans by working collaboratively with them and being a sounding board for them on all matters relating to the operation of the business.

Craig Kouimanis

Head of Paragem

MBA (Technology) UNSW, Green belt in lean six sigma process improvement (UTS), Graduate Diploma in Financial Planning (FINSIA). 

Sonya has more than 20 years leadership experience across adviser operations, technology, transformation, paraplanning and policy.

Early in her career Sonya practiced as a financial planner, more recently working in program management, change and business readiness. Sonya has held management roles at BT Financial Group, Mercer and Citi Smith Barney (now Morgan Stanley Wealth Management).

Sonya Choi la Rosa

GM, Operations & Technology

Highly accomplished business development executive with over 16 years’ experience in the financial services industry, with a proven background in coaching, business development, strategic growth, and financial advice.

Chris has previously worked as a practicing financial adviser, lead practice development teams and successfully supported financial advice practices in the growth of their businesses. Over the years he has worked at Suncorp, St George Bank, Aon and held various positions within GPS Wealth.

In more recent times Chris has assumed a Strategic Development Manager role at Diverger, to help drive targeted strategic initiatives. Chris holds both an MBA, a Masters in Financial Planning, and a Bachelor of Business.

Chris Monico

Strategic Development Manager

Eva has extensive industry experience having held various roles within adviser operations and remuneration processing.  She is very passionate about providing high quality support to our advisers.  Eva previously worked for Matrix Planning Solutions, Aon and HSBC.  In her current role, she looks after adviser appointments and licensee support to our advisers.

Eva Lawson

Head of Licensee Operations