IIP Paraplanning Services

Here at IIP Dealer Group, we believe the licensee of the future will be focused on providing the best service and support to our advisers.

We were often asked if we know any paraplanners, or can we help with advice production… we had to say no… until now!

We have recently launched our own IIP Paraplanning Services.

Interested in a trial? Your first 2 SOA’s are free

Paraplanning Services

  • Data Entry

    Outsource your clients Fact Find data entry into either iC2 Fact Find App or Xplan.

  • Research Modules

    Complete the research and comparison modules for your SOA. This an be done in Xplan modules or ProductRex scenario

  • Generate SOA

    Generate your SOA from either iC2 App or Xplan SOA Wizards.

Paraplanning Fees

You choose how you want to engage our paraplanner. Choose from either a fixed price for the job, or an hourly rate.

  • Starting from $300, we will provide you with a fixed fee quote for the job. This can include data entry, completing modules and generating the SOA.

    You choose what services you want completed by our paraplanner

  • A flat hourly rate of $40 per hour to complete any paraplanning tasks.

Introducing Camela Lumacang

Camela is a passionate and driven Paraplanner with fresh experience working in the financial planning industry for almost 3 years. Camela completed her Advance Diploma in Paraplanning in 2021.

Camela joined the team in November 2023 and is wholeheartedly dedicated to supporting financial advisors. Her role involves meticulously preparing high-quality, accurate, and compliant Statement of Advice (SoA) documents. These SOAs undergo rigorous product research to ensure clients receive the best possible advice.

In addition to her core responsibilities, Camela collaborates with advisors on maintaining and gathering essential information for SOA preparation.

Outside of work, Camela’s interests span the globe. She loves travelling, reading books, and cheering on F1 races with her family. And when she’s not travelling, she delights in cooking and baking pastries for her loved ones.

Let’s work together.

Interested in working together? Fill out some info and we will be in touch shortly! We can't wait to hear from you!