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Are you struggling to complete SoAs for your Financial Planning clients in a timely, cost effective and technically compliant way?

Would you like to free up your time to meet with your clients and grow your business while your SoAs are being created for you by professional paraplanners?

At Abound Paraplanning we take care of your SoAs and paraplanning needs!

Who We Help?

You are a Financial Adviser and are currently struggling to complete your SoAs for your Financial Planning clients in a timely, cost effective and technically compliant way.

You would like to free up your time to meet with your clients and grow your business while we take care of all your paraplanning needs.

Let us show you how you can improve your business efficiency; improve your advice documents and keep your costs under control by engaging Abound Paraplanning.

How We Help?

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Get started – Request an SoA today!


Simply complete our easy SoA Request Form and email it to us at plans@aboundparaplanning.com.au We will send you a quote, request your approval and start working on your SoA following your approval!

Free up your time to do what you do best – meet with your clients and grow your financial planning firm!

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Meet Our Team

We are an innovative, dynamic and close-knit team of professionals who are dedicated to utilising our vast financial knowledge and experience to help other financial planning firms achieve their goals!

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Richard Brown CFP, CPA, BBus(Acc)
Director of Abound Paraplanning & Abound Financial & Lifestyle Planning, Senior Financial Adviser and has extensive experience in financial planning, accounting and tax.
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Milan Petrovic CFP, BBus (Eco&Fin)
Partner and Head of Abound Paraplanning who specialises in the development and management of advice documentation.
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Clinton Smith CFP, BBus(FP)
Director of Abound Financial & Lifestyle Planning and Abound Paraplanning, Senior Financial Adviser and has extensive experience in financial planning and same sex advice.
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Richard Brown CFP, CPA, BBus(Acc)

Director of Abound Financial & Lifestyle Planning, Abound Paraplanning, Senior Financial Adviser and has extensive experience in financial planning, accounting and tax. 

My qualifications/experience…

Bachelor of Business Studies (RMIT), Certified Financial Planner & Certified Practising Accountant.

My other interests are…

I enjoy all sports! I have been actively participating in Triathlons over the last few years.

I want to make a difference by…

Helping people with direction by understanding their goals and aspirations and then translating this into a workable, realistic financial plan.

I value…

Above all my family! From a business perspective I value my position and I treat clients exactly how I would like someone to treat me that is with respect, integrity and commitment.

Ph: 03 9373 3500
Email: Richard@aboundlp.com.au
Linked In: https://au.linkedin.com/pub/richard-brown/17/30b/75b

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Milan Petrovic CFP, BBus (Eco&Fin)

Partner and Head of Abound Paraplanning who specialises in the development and management of advice documentation.

My qualifications/experience…

I have completed a Bachelor of Business (Economics and Finance) at RMIT University. I am a Certified Financial Planner (CFP) and a member of the Financial Planning Association.

I have been working in the financial planning industry since 2001. I have been at Abound Lifestyle Planning since the commencement of my financial planning career and Head of Abound Paraplanning since 2012.

My other interests are…

I enjoy all types of sports as a way of exercising and relaxation. I enjoy all of the good things that life has to offer and try to make the most of every opportunity.

I want to make a difference by…

Helping out the people around me and sharing my thoughts on various issues.

I value…

Integrity, consistency and an open mind. Progress and passion.

Ph: 03 9373 3500
Email: Milan@aboundparaplanning.com.au
Linked In: https://www.linkedin.com/in/milan-petrovic-0b388751

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Clinton Smith CFP, BBus(FP)

Director of Abound Financial & Lifestyle Planning and Abound Paraplanning, Senior Financial Adviser and has extensive experience in financial planning and same sex advice.

My qualifications / experience:

I have completed a Bachelor of Business (Financial Planning) at RMIT University. I am a Certified Financial Planner (CFP) and a member of the Financial Planning Association.  I have been working in the financial planning industry since 2000, gaining experience in both large corporations and boutique firms.

My other interests are…

Relaxing with friends and family and travelling.

I want to make a difference by…

Helping clients achieve dreams they never thought were possible.

I value…

Compassion, trust, understanding and friendship.

Ph: 03 9373 3500
Email: Clinton@aboundlp.com.au
Linked In: https://au.linkedin.com/in/clinton-smith-137a0224

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Abound Paraplanning has an exclusive relationship with Capital Australis.
Click here to meet the Capital Australis team.

About Us

Abound Paraplanning was launched in 2012 and we have since completed thousands of SoAs and paraplanning documents for financial planners in Australia across all licensees.

Richard Brown B.Bus (Acc) CPA CFP is the Director of Abound Paraplanning, a Senior Financial Adviser and has extensive experience in financial planning, accounting and tax.

For the past 22+ years Richard has been at the forefront of his own financial planning firm. Richard has been a key driver in the firm’s growth, development and evolving approach to financial planning service delivery.

Richard knows only too well how important it is to have the support of an expert team of Senior Financial Advisers and paraplanners behind you to help your achieve both your business and lifestyle goals. He also knows firsthand how challenging it can be to do it all on your own and to take the next step in developing your own paraplanning team in house.

After spending years developing his expert paraplanning team Richard decided to leverage this knowledge, expertise and outstanding service delivery to create Abound Paraplanning and help other Financial Planning firms by outsourcing their paraplanning needs to Abound Paraplanning.
The Abound Paraplanning team have developed a unique and flexible service model to enable financial planners to receive all the benefits Abound offer by outsourcing their paraplanning needs on an ad hoc or fully outsourced basis.

Our Vision

Our Vision is to help financial advisers achieve their business and lifestyle goals by providing an effective, supportive, caring and high quality paraplanning service.

Our Mission

Our mission is to see our clients achieve their business and lifestyle goals by providing them with an outstanding paraplanning service which allows them to deliver SoAs, RoAs, reports and presentations to their clients in an efficient, timely and cost effective way.

We aim to help our clients streamline their business to give them more time to work on what they do best in their business and achieve a healthy work/life balance at the same time.

Testimonials

Our Financial Planning team has been working with Abound Paraplanning since 2012 and their service has been invaluable to our firm. They help us provide compliant, professional documents both SoAs and ROAs in a timely manner to our clients. They also assist with modelling ..different client scenarios to assist with complex strategy development. We work very closely with Abound staff on a daily basis and we regard their key staff as an extension to our own team. We highly regard and value their reliable service and have no hesitation in recommending their services.

Sally Curtis CFP® Principal 360 Financial Advantage – NSW www.360fa.com.au

We have been using Abound Paraplanning for our Count SOAs since 2013 and are very happy with their service. They offer a variety of turnaround times and deliver on all promises. The SOA request form is simple to complete and if there are changes required the team at Abound Paraplanning make changes promptly. I highly recommend using Abound Paraplanning to create your Count SOAs.

John Littleproud Robertson Scannell – QLD www.robertson-scannell.com.au

We are very pleased with the quality of SoAs & ROAs Abound Paraplanning deliver, as well as their ability to turn the advice documents around in the timeframes agreed, allowing us to pre plan client meetings etc, knowing the documents will be ready. Even better, if you need an advice document turned around urgently, the date can be agreed upfront and relied upon. We have been using Abound Paraplanning for some time now, to assist us with the preparation of SoAs & ROAs and their service has certainly helped us get through our workload. I would have no hesitation in recommending Abound Paraplanning to other Count advisers.

Angela Mihellis Financial Planner CFP, ADFS (FP), J.P. Johnstone Haines www.johnstonehaines.com.au

Blog

Join us for a video tour of our Belgrade office! Posted on 30 Jun 2016

We would like to invite you on a video tour of our Belgrade office. Click below to check it out! We believe in transformation in everything we do. Transforming the lives of our clients, transforming our business and transforming yours! The way we create transformation is by making ...

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Lola Tomasevic meets Barry Lambert at this years Count Conference Posted on 9 Mar 2016

Lola Tomasevic, our Abound Paraplanning Count Representative meets Barry Lambert, Founder & Chairman of Count Financial at this year's Count Conference on the Gold Coast! Lola is currently based in the Macksville office of 360 Financial Advantage with Sally Curtis and Jonathan ...

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Our 29th Feb Competition Winners! Posted on 29 Feb 2016

Today is our 4th Birthday and we’re excited to announce the lucky winners of our 29th February Leap Year Abound Paraplanning competition! We’ve had an amazing response and we would like to personally thank all of you who have entered. So go ahead, watch our video below to find out if ...

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Contact Us


Abound Paraplanning

Level 1/416 Mt Alexander Road,
Ascot Vale VIC 3032;

Postal Address
PO Box 393,
Flemington, VIC, AUSTRALIA 3031

Phone 1300 226 863
Fax (03) 9326 2171

General Enquiries email to: info@aboundparaplanning.com.au
SOA Requests email to: plans@aboundparaplanning.com.au