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Let us help you grow your business

Leverage our extensive paraplanning experience and do what you do best, spend time looking after your clients and growing your client base.

Don’t spend your time in front of your computer. Let us prepare your advice documents while you spend time with your clients. Our paraplanners have extensive experience with a minimum degree level education, DFP qualifications, ongoing CPD training and support from our close-knit team. We have a simple process and we are flexible in how we work with you.

Try our cost-effective paraplanning service through which we add real value to your business.

Who We Help

We work with financial planning businesses across Australia, from Perth to the Gold Coast, helping advisers through our boutique paraplanning service.
 
You have come to us because you have realised that you can’t grow your business by spending time in front of your computer. You want to spend your time with your clients. You need expert paraplanning support that can be tailored to your needs.
 
Free up your time, improve efficiency and reduce costs by working with Abound Paraplanning.

How We Help

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Get started – Get in touch with us today to arrange a 30 minute introductory meeting!


Free up your time and do only what you do best – spend time with your clients and grow your business.

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

Meet Our Team

We want to help you achieve your personal and business goals! Utilise and leverage our financial planning and paraplanning experience, technical expertise and knowledge to run a better business.

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Richard Brown
CFP, CPA, BBus(Acc)
Partner & Senior Financial Adviser
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Milan Petrovic
CFP, BBus (Eco&Fin)
Partner & Head of Abound Paraplanning
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Clinton Smith
CFP, BBus(FP)
Partner & Senior Financial Adviser
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Lola Tomasevic
B.Econ., Dip FP
Group Leader and Senior Paraplanner
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Maja Plazacic
MSc (Fin&Mgt) Dip FP
Team Leader and Senior Paraplanner
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Nikola Repajic
H.B.Econ
Senior Paraplanner
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Srdjan Zoroja
MEcon
Paraplanner
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Ljiljana Mihailovic
BSc (Eco&Fin) Dip FP
Team Leader and Senior Paraplanner
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Ljubica Pajevic
MSc.Econ,. Dip FP
Senior Paraplanner
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Ana Ostojic
BBus (Mgt&Mkt)
Senior Paraplanner
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Danko Suka
BSc (Acc)
Senior Paraplanner
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Teodora Stankovic
Economics student
Paraplanner
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Marija Grkovic
MEco. LLM, Dip FP
Group Leader and Senior Paraplanner
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Ana Vasic
MEcon
Team Leader and Senior Paraplanner
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Nenad Miladinovic
BBus (Eco&Bus)
Senior Paraplanner
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Ivan Nedeljkovic
BEco (Int.Bus)
Paraplanner
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Goran Bjelica
MSc (Mgt&Org) Dip FP
Team Leader and Senior Paraplanner
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Martin Babovic
BBus (Mkt&Mgt)
Team Leader and Senior Paraplanner
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Irena Krka
BBus (Mgt)
Senior Paraplanner
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Andrea Jevtovic
MSc (Mgt&Org)
Paraplanner
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Ivana Tufegdzic
MA (Eng&Lit)
Education and HR
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Milica Petrovic
BBus (Eco&Fin)
Corporate Relationships and Marketing
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Branka Kosanovic
Cert IV (Acc)
Finance and Administration
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Jelena Aleksic
BSc (Econ)
Office Manager
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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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Lola Tomasevic
B.Econ., Dip FP

My qualifications/experience…

I have completed a Bachelor of Economics (B.Econ.). I also have a Diploma of Financial Planning (DFP) from the International Institute of Technology (Melbourne, Australia).

I have been working with Abound Paraplanning since January 2012.

I strive to continue developing my experience in the financial planning industry and to provide an excellent service to all our clients.

My other interests are…

I enjoy rose gardening, swimming and scuba diving. I am also very passionate about Latin dance.

I want to make a difference by…

Sharing my positive attitude and good vibrations and boosting the team spirit by sharing creative and innovative ideas.

I value…

Spending time with my family and friends, travelling, long walks along the river.

Linked In: https://rs.linkedin.com/pub/lola-tomasevic/89/463/4a1

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Maja Plazacic
MSc (Fin&Mgt) Dip FP

My qualifications/experience…

I hold a Master’s degree in Financial Risk Management (Belgrade University, Faculty of Organisational Sciences). I hold a Diploma of Financial Planning from the International Institute of Technology (Melbourne, Australia). I have been working with Abound Paraplanning Services since 2013.

My other interests are…

I enjoy travelling with my friends and family and exploring new cultures.

I want to make a difference by…

Constantly improving my knowledge and sharing it with my colleagues and people around me.

I value…

Family, friendships, honesty, integrity and hard work.

Linked In: https://rs.linkedin.com/in/majaplazacic

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Nikola Repajic
H.B.Econ

My qualifications/experience…

I have completed an Bachelor of Economics with Honors at the University of Belgrade. I have been working with the Abound Paraplanning team since the commencement of my financial planning career in 2014.

My other interests are…

Basketball, fitness, cheering for Partizan Belgrade in all sports.

I want to make a difference by…

Being reliable and helpful, someone my friends can rely on.

I value…

Spending time with friends and family. From a business perspective I value a positive work atmosphere.

Linked In:

https://rs.linkedin.com/pub/nikola-repajic/103/b7b/78b

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Srdjan Zoroja
MEcon

My qualifications/experience…

I started working with Abound Paraplanning at the beginning of 2015. I have a Master of Economics (Banking and Finance Management), University of Belgrade and a Bachelor of Economics (Banking, Finance and Insurance), University of Belgrade.

My other interests are…

I like to play all kinds of sports. I enjoy hiking and spending time in nature. I like travelling and exploring new places and cultures.

I want to make a difference by…

Helping clients achieve their goals and being someone they can trust and rely on.

I value…

Friendship. Spending quality time with my family. Open and sincere collaboration with colleagues that will help us achieve the best results and success.

Linked In: https://rs.linkedin.com/in/srdjanzoroja

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Ljiljana Mihailovic
BSc (Eco&Fin) Dip FP

My qualifications/experience…

I have graduated from the Faculty of Economics, University of Belgrade (Department of International Finance). I worked for two years in a bank before I started working with Abound Paraplanning in 2013 where I have been enjoying my work as a paraplanner and a team leader.

My other interests are…

I enjoy travelling and exploring other cultures, spending time with friends, family and my dog, open-air concerts and dancing.

I want to make a difference by…

Helping people around me by being considerate and someone they can rely on.

I value…

Honesty, open-mindedness, optimism, can-do attitude.

Linked In: https://rs.linkedin.com/pub/ljiljana-mihailovic/42/39/9b6 

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Ljubica Pajevic
MSc.Econ,. Dip FP

My qualifications/experience…

I hold a Master’s degree in Management (Belgrade University, Faculty of Economics). I have earned a Diploma of Financial Planning at the International Institute of Technology (Melbourne, Australia).I have been working with Abound Paraplanning Services since 2012.

My other interests are…

Spending time with my family and friends, reading, sewing and anything that involves creative work.

I want to make a difference by…

Improving my skills and knowledge and sharing positive energy with people around me.

I value…

Family, commitment, passion, people with strong personalities, inner peace and faith.

Linked In: https://rs.linkedin.com/pub/ljubica-pajevic/57/561/5aa

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Ana Ostojic
BBus (Mgt&Mkt)

My qualifications/experience…

I have completed a Bachelor of Business Studies (Strategic Management & Marketing) at Singidunum University in Belgrade. Currently, I am enrolled at the master programme – Accounting & Auditing. I have been working with Abound Paraplanning since January 2014, gaining experience in financial planning.

My other interests are…

Languages – French and Italian, travelling Europe, socializing, running on a weekly basis and reading.

I want to make a difference by…

Making things happen by creating and working hard.

I value…

True friendships, relationships, dedication, fairness, order, teamwork, integrity, quality and honesty.

 

Linked in:   https://www.linkedin.com/pub/ana-ostojic/22/394/39b

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Danko Suka
BSc (Acc)

My qualifications/experience…

I have graduated from the Faculty of Economics, University of Belgrade at the department of Accounting, Audit and Financial Management. I have been working in the financial planning industry since 2013 as a Paraplanner.

My other interests are…

I love travelling and experiencing different places and cultures. I enjoy ancient and modern art as well as interactive information technology forums.

I want to make a difference by…

Motivating people to achieve their potential regardless of whether they are my friends, team mates or random strangers.

I value…

Self-awareness and confidence.

LinkedIn: https://rs.linkedin.com/in/dankosuka

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Teodora Stankovic
Economics student

My qualifications/experience…

I am in my fourth year of studies at Belgrade University, Faculty of Economics, majoring in accounting, auditing and financial management. I have been working with Abound Paraplanning since April 2016.

My other interests are…

I like swimming, project management, writing columns and articles, making friends and exploring new cultures.

I want to make a difference by…

Helping others, being loyal, creative and solution-oriented, accepting challenges and solving them and empowering others.

I value
Honesty, dedication, responsibility, hard work, respecting diversity, being proactive and working in a team.

Linked In:  https://rs.linkedin.com/in/teodora-stankovic-059448120

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Marija Grkovic
MEco. LLM, Dip FP

My qualifications/experience…

I have completed Master studies at Faculty of Economics, University of Belgrade, Department of Finance, Banking and Insurance. I hold a Diploma of Financial Planning from the International Institute of Technology (Melbourne, Australia) and intend to continue developing my skills in Financial Planning.

I have been working with Abound Paraplanning since 2012.

My other interests are…

I enjoy hiking and exploring wonders of nature. I am very passionate about waterfalls and I would like to visit the three biggest waterfalls in the world.

I want to make a difference by…

Always striving to bring out the best in myself and others.

I value…

Spending time with my family and friends.

Linked In:  https://rs.linkedin.com/pub/marija-vasic/a1/bb0/276

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Ana Vasic
MEcon

My qualifications/experience…

I hold a Master’s degree in economics. I have graduated from the Department of International Economics and Foreign Trade at Belgrade University. I have been working with Abound Paraplanning since 2013. I intend to continue developing my knowledge in Financial Planning.

 

My other interests are…

I love travelling and discovering new places…

 

I want to make a difference by…

Continuously developing my skills and knowledge while helping others grow.

 

I value…

Honesty, positive attitude, integrity.

Linked In: https://rs.linkedin.com/pub/ana-vasic/104/30/66b

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Nenad Miladinovic
BBus (Eco&Bus)

My qualifications/experience…

I have completed a Bachelor of Business Administration and a Bachelor of Economics at American University in Bulgaria. I am currently enrolled in the Diploma of Financial Planning course at the International Institute of Technology. I have been working with Abound Paraplanning Services since August 2012 and have been involved in the financial industry since 2010.

My other interests are…

Financial Markets, ForEx, Start-ups, History, Travelling.

I want to make a difference by…

Helping people find their path to the desired lifestyle, providing help to people in need and donating to charities.

I value…

Hard work, team spirit, open mind and honesty.

 

Linked in: https://rs.linkedin.com/in/nenad-miladinović-70639817

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Ivan Nedeljkovic
BEco (Int.Bus)

My qualifications/experience…

I have completed a Bachelor of Economics (International Business) at the Faculty of Business Studies in Belgrade, Serbia. I started my career in financial planning in March 2015.

My other interests are…

I love sports, music, travelling and technology. I have been playing American football for 12 years and I have been a captain of the Serbian national team for 4 years.

I want to make a difference by…

Inspiring others (by setting a good example) to achieve their dreams and become successful at what they do.

I value…

I value honesty, dedication, persistence, hard work and true friendships.

Linked In: https://rs.linkedin.com/in/ivannedeljkovic

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Goran Bjelica
MSc (Mgt&Org) Dip FP

My qualifications/experience…

I have completed Master studies (Management and Organization; study group: Project and Investment Management) at the Faculty of Organizational Sciences in Belgrade, Serbia. I have a Diploma of Financial Planning from the International Institute of Technology (Melbourne, Australia). I am also enrolled in the CFA Program and I have passed Level I of the CFA exam (June 2015). I have been working in the financial planning industry since 2013 when I started working with Abound Paraplanning.

 

My other interests are…

I like different types of sports (football, basketball, volleyball, tennis, table tennis, jogging), travelling, reading books, and spending time with my family.

 

I want to make a difference by…

Doing small things which make people happy.

 

I value…

Tolerance, reliability and a positive attitude.

 

Linked In: https://rs.linkedin.com/pub/goran-bjelica/20/4b5/597

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Martin Babovic
BBus (Mkt&Mgt)

My qualifications/experience…

I have completed a Bachelor of Business (Marketing and Management) at Concordia University Irvine, USA. I have been working with Abound Paraplanning Services since January 2014.

My other interests are…

I enjoy all sports, especially water polo. I played water polo for 15 years. I love spending time with my friends and family and I enjoy travelling.

I want to make a difference by…

Being reliable, precise and someone my team can really depend on.

I value…

Trust, hard work, an open mind and true friendships.

 

Linked in: https://rs.linkedin.com/in/martin-babovic-0263675b

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Irena Krka
BBus (Mgt)

My qualifications/experience…

I have completed a Bachelor of Business (Executive Management) at The Graduate School of Business Studies in Belgrade, Megatrend University. I have been working with Abound Paraplanning Services since January 2014.

My other interests are…

I enjoy spending time outdoors with my family and friends, discovering new places and cultures, social and environmental awareness.

I want to make a difference by…

Being friendly, reliable, trustworthy and helpful.

I value...

Honesty, true friendships, optimism and open-mindedness.

 

Linked In: https://rs.linkedin.com/in/irena-krka-230018104

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Andrea Jevtovic
MSc (Mgt&Org)

My qualifications/experience…

I hold a Master’s degree in Management and Organisation from Belgrade University, Serbia. I have been working in the financial planning industry since March 2015.

My other interests are…

I enjoy spending time with my family, friends and my dogs. I love travelling, swimming and playing volleyball.

I want to make a difference by…

Being reliable and doing my best at all times.

I value…

Integrity, honesty and persistency.

 

Linked in: https://rs.linkedin.com/in/andrea-jevtovic-0385582b

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Ivana Tufegdzic
MA (Eng&Lit)

My qualifications/experience…

I hold a Master’s degree in English Language and Literature from Belgrade University, Serbia. I have extensive experience in teaching English, translating and proofreading. I have been working with Abound Paraplanning Services since 2013. I review and proofread Statements of Advice and Records of Advice to ensure that all documents provided to our clients are correct in terms of grammar, style, structure, spelling and punctuation. I also help the Abound Paraplanning team gain a better understanding of English Grammar and improve their knowledge of Business English Writing and Email Etiquette.

My other interests are…

I am very passionate about travelling and learning about different cultures. I love literature and sociolinguistics. I love swimming and skiing.

I want to make a difference by…

Helping people gain a better understanding of English grammar and improve their writing. I believe that learning languages and grammar is a lot of fun and I strive to be a friendly guide in the writing world.

I value…

I am grateful for my beautiful family and my amazing friends. I value travel experiences and open-mindedness. I feel blessed to be able to do a job that I’m very passionate about.

 

Linked In: https://rs.linkedin.com/in/ivana-tufegdzic-655a2641

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Milica Petrovic
BBus (Eco&Fin)

My qualifications/experience…

I have completed a Bachelor of Business (Economics and Finance) at RMIT University. I have worked in insurance, superannuation and banking. I bring a broad experience to Abound Paraplanning. I joined the team in October 2016 and I'm responsible for corporate relationships and marketing.

My other interests are…

Exploring different parts of the world is my passion, but nothing compares to quality time spent with my family. I love music, the theatre and endless chats with my friends.

I want to make a difference by…

helping people, being kind and positive.

I Value…

Kindness, an open mind and people with passion.

Linked In: https://www.linkedin.com/in/milica-petrovic-a1517325/

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Branka Kosanovic
Cert IV (Acc)

My qualifications/experience…

I have been working at Abound Paraplanning Services since 2013. In 2016 I completed a Certificate IV in Accounting and Bookkeeping at the Monarch Institute in Melbourne. I am now responsible for budgeting and ongoing reporting to management.

My other interests are…

I love dancing, long walks and spending time with my friends and family. I enjoy travelling. I love horses.

I want to make a difference by…

Helping people, being friendly, reliable and trustworthy.

I value…

Honesty, optimism, hard word, friendship.

Linked In: https://rs.linkedin.com/pub/branka-kosanovic/42/15/64b

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Jelena Aleksic
BSc (Econ)

My qualifications/experience…

I have completed a Bachelor of Economics at the College of Economics and Tourism in Belgrade. I have been working with Abound Paraplanning Services since September 2015.

My other interests are…

I love spending time with my friends, visiting new places, taking photos, dancing, reading, singing.

I want to make a difference by…

Helping others, being loyal, trustworthy, friendly and reliable.

I value
Honesty, true friendships, hard work, devotion, time spent with my friends and family.

Linked In: https://rs.linkedin.com/in/jelena-aleksic-bb21065a

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About Us

Our business model is based on the belief that advisers and paraplanners are very different individuals who, by working together, can achieve great results. Both advisers and paraplanners need to focus on their strengths without trying to do the job of the other role. This allows individuals in each role to maximise their performance, rather than trying to do it all.
 
Abound Paraplanning is a specialist paraplanning provider located in a centralised, secure office and we work with financial advisers across Australia. We keep advisers away from their desks so that they have more time to talk to their clients.
 
We have been providing outsourced paraplanning services since 2012. Prior to that, paraplanning services were provided to in-house advisers.  We have grown consistently year on year by investing in staff and expanding capacity. Our staff keep up to date on all technical and other financial planning-related issues through ongoing in-house training and external courses such as the DFP and ADFP. We have extensive paraplanning experience and vast financial planning knowledge.
 
We take physical security and IT security extremely seriously. Our office is secured by monitored key card and physical key access through high security office doors. Our IT system is cloud-based and we have all appropriate data protection and recovery measures in place. We hold the ISO27001 certificate for information security management. We have legal agreements in place ensuring that all information that is with us remains confidential.
 
Grow your client base by focussing on what you do best, and let Abound Paraplanning look after your paraplanning needs.

Contact Us

Abound Paraplanning

Office Address:
Level 1, 416 Mt Alexander Road
Ascot Vale VIC 3032
AUSTRALIA
 
Postal Address:
PO Box 393
Flemington VIC 3031
AUSTRALIA
 
Phone 1300 226 863
Fax (03) 9326 2171
 
Email general enquiries to: info@aboundparaplanning.com.au
Email requests to: plans@aboundparaplanning.com.au

Supporting Documentation

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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