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.
Paul has over 20 years' experience as a business owner. He has consulted to businesses in the financial services, consumer products, recruitment, and offshoring industries. He works directly with our clients and paraplanners to develop and execute a comprehensive organisational strategy.
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.