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Trusted by 240+ Australian Financial Planning Businesses
Trusted by 240+ Mortgage Broker Industry Experts
Trusted by 240+ Outsourcing Experts
Outsourcing specialists for Australian Planning Practices That demand world-class talent.
Scale your practice with full-time dedicated offshore staff, trained specifically for Financial Planning workflows, advice document preparation and ASIC compliance.
50-70%
saving on staffing costs compared to local hires.
- Financial Planning Administration
- Paraplanners
Brands that Trust Us
Brands That Trust Us
Why Financial Planners Choose VA Platinum
See how we help 240+ Australian financial planning businesses reduce admin and speed up advice delivery.
Free your advisers to focus on clients, not admin
Your offshore team member handles the heavy administrative load so your advice team stays client-facing, revenue-producing, and compliant.
Shorten turnaround of advice documents
Reduce bottlenecks across SOA / ROA / annual reviews and keep your pipeline moving.
Dedicated offshore staff trained in financial planning workflows
Get skilled across SOA & ROA preparations, FDS/annual review support, and ASIC compliance documentation.
Comprehensive CRM Updates and Task Tracking
Support across XPlan, AdviserLogic, Pluto Soft and other CRMs as required. You get skilled, full-time staff, not shared VA.
Comprehensive Financial Planning Support Services
Full-spectrum support tailored to Australian financial planning workflows.
SOA & ROA Preparation
Reduce adviser prep time. Faster advice turnaround.
FDS / Annual Review Support
Improve compliance and keep your CRM clean.
ASIC Compliance Support
Staff trained on documentation requirements and audit readiness.
Client Service Admin
Meeting prep, file notes, lodgements, follow-ups, adviser diary management.
Paraplanning Support
Improve speed and quality of advice documents.
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Compliance and Data Security You Can Trust
You get offshore leverage without compliance risk.
Secure handling of client data
ISO 27001 Certified
Dedicated staff
Working full-time for your firm
Australian training
Onboarding and coaching included
Structured recruitment
Matching skills, industry experience and cultural fit
Ready to Free Up Adviser Time and Accelerate Growth?
Let us show you how offshore staffing can reduce cost, improve efficiency and strengthen compliance.
Outsourcing specialists for Australian Financial Planning practices.