Since 2014, Clear Planning has been providing paraplanning services to Australian financial advisers and dealer groups. We are committed to quality. Every day, our team works hard to perfect our service delivery process. Learn more about our team here.
Sal is the Managing Partner of Plexus Global Consultants, a Chartered Accountancy and Business Advisory Firm in Western Australia. Sal has extensive experience in the operation of an efficient financial planning business, having advised many planner clients. In his advisory capacity, he specialises in tailoring efficient solutions for businesses.
“ We spent years developing an outsourced paraplanning solution that is cost effective and delivers a quality product to our clients. We are now successfully delivering real solutions to our clients and developing long-lasting relationships with financial planners and advisers in Australia
Rob is the Managing Director of CLEAR Corporate Solutions, Clear Planning’s sister company. Rob is an RG 146 compliant adviser and the responsible manager of an AFS licensee. He has worked extensively in financial services in advisory roles and corporate management.
“ We are committed to employing and training quality people so that we develop long term, ongoing and productive relationships with our clients and remain your partner of choice
Melissa oversees our paraplanning team. She has a Diploma of Financial Services (Financial Planning) and over 10 years’ experience working in financial planning. She has extensive experience preparing Statements of Advice and has developed XPLAN coded templates and workflow tracking systems. Melissa works directly with our clients and mentors our paraplanners. Her goal is to ensure the highest quality of plans are delivered on time, every time.
“ The key difference for our clients is in our onboarding. By understanding how a practice gives advice, we can integrate into their processes and help them service their clients more effectively
We have a team of tertiary-qualified paraplanners with domestic and international experience. We run an internal training program that develops key paraplanning skills. That program culminates with DFP qualifications with Kaplan and RG 146 compliance. All our paraplanners continue to develop their skills with ongoing external CPD training from Kaplan and other providers.