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
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Trusted by 240+ Australian Financial Planning Businesses

Join successful financial planning firms scaling smarter with VAP’s offshore teams.

Brands That Trust  Us

Sherlock
Now Finance
Absolute Wealth Advisers
Mortgage Domayne
Ford Scott
Via Financial Group
Thriving Wealth
The Wealth Network
A Positive
Lakeside Financial
Spark Financial Group
Fox and Share

Trusted by 240+ Australian Mortgage Brokers

Join successful brokerages growing with VAP's offshore teams.

Brands That Trust  Us

Sherlock
Now Finance
Absolute Wealth Advisers
Mortgage Domayne
Ford Scott
Via Financial Group
Thriving Wealth
The Wealth Network
A Positive
Lakeside Financial
Spark Financial Group
Fox and Share

Brands that Trust Us

Brands That Trust  Us

Sherlock
Now Finance
Absolute Wealth Advisers
Mortgage Domayne
Ford Scott
Via Financial Group
Thriving Wealth
The Wealth Network
A Positive
Lakeside Financial
Spark Financial Group
Fox and Share

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.
See How Your Practice Could Scale
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See How Your Practice Could Scale

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.
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Outsourcing specialists for Australian Financial Planning practices.
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Happy Holidays!

Our team is taking a short break to celebrate Christmas and New Year’s with our families and recharge for an exciting year ahead.

We will resume operations on 5 January 2026.

‍In the meantime, you’re welcome to book a discovery call with our specialists for the new year; we look forward to connecting with you!

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