WELCOME TO
ASFA
CONSULTING
SINCE 2023
About Us.
Australian based team of industry professionals providing paraplanning and back office services, to financial advice practices across the nation.
Our Services.
We provide a comprehensive range of financial consulting services, including (not limited to): Paraplanning, Financial Advice Modelling, SOA Preparation and Back Office Duties.
Paraplanning:
Encompass an array of administrative and technical support functions provided to financial planners and professionals within the financial advice industry.
Financial Modeling and Analysis:
Developing sophisticated financial models to support decision-making processes, including budgeting, forecasting, insurance needs analysis, scenario analysis, and superannuation platform comparisons.
SOA Preparation:
Crafting a robust Statement of Advice (SOA) is a pivotal aspect of our consulting services. Our dedicated team meticulously prepares SOA's tailored to your client’s unique financial situation and objectives. We understand that every client is different, which is why we take a personalised approach to SOA preparation.
Branna Ramachandran
Co-Founder
David LaBrooy
Co-Founder
Aleksandar Novkovic
Co-Founder
Meet the Team.
Hours
Monday – Friday: 9am – 5pm
Saturday & Sunday: Closed
Phone
+61439 670 407
