Financial Planning

Looking for trained offshore paraplanning or admin staff?


We supply professionally managed and trained offshore paraplanning or admin support staff to financial services practices on a part time and full time basis.

How it works

Find what you're looking for

We're helping financial services practices grow faster with Felcorp support.

We're aligning our offshore paraplanning

support to the QAR reforms

With the QAR enabling better advice deliverability and reduced requirements for advice documents, now is the time for licensees to make changes to take advantage of the reduced regulatory compliance.

Find out how

Back office support for all financial planning businesses

Find the help you are looking for with our tailored staffing solutions for long term growth.

Corporate Authorised Reps

Support for Corporate Authorised Reps working under licensee supervision.

AFSLs

Self-licensed practices that have their own unique advice processes and specialisations.

Dealer Groups

Paraplanning and admin support at a dealer group and larger network level.

Already offshoring and unhappy with it?

Felcorp to the rescue

If you are one of the many practices not content with your current Filipino, Sri Lankan or Indian offshoring arrangement, consider Felcorp.


We're fully managed, all staff are supervised and undergo regular training to your specific practice requirements.

Why choose us

Get started with Felcorp today

Find out how to get started with Felcorp.


  Fully trained and Australian-experienced staff

  No hidden costs

  Transparent agreement

Get started

Why choose Felcorp to grow your business

We're helping accounting practices grow with our support.

1. Full Time Managed Staff

We allocate full time staff into your practice. They are working for you under your direction and our supervision.

2. Month to Month

No lock in contracts or hidden costs. Our agreements are month-to-month with 30 days notice.

3. Trained and Experienced

Our senior staff have between 5-15 years applicable Australian financial services experience.

4. Your Process Your Format

We work to your templates and the present the drafted jobs to the exact format your require. We tailor our service to your needs.

5. Jobs Peer Reviewed

All jobs are reviewed by senior team leaders and managers to ensure work is prepared to your standards.

6. Data Security and Privacy

We assist in all data security and privacy set up to ensure both parties are comfortable with the current arrangements in place.

Our commitment to your data privacy and security

Find out more about data security protections and our privacy commitments to the Australian Privacy Principles of the Privacy Act 1988.

Getting started

Helpful guides and videos on how to get set up with Felcorp.

Getting set up

Our recommendations and instructions on getting set up for the first time.


Learn more  >

Using the Felcorp App

Instructions on getting set up and using the Felcorp app to communicate to our staff.


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Accessing your software

More about our policies and logistics of accessing your financial planning software.


Learn more >

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