Paraplanners need to network with each other and shake off negative perceptions of the function within the financial services industry, Paraplanning Network Australia has claimed.
In a statement inviting paraplanners to join the free online network, PNA said a mindset shift was needed.
“There has been a lack of focus on paraplanning professionals within the Australian industry – with paraplanning being seen as a stepping stone to being an adviser and the term ‘career paraplanner’ being seen in a negative light from some sectors of the industry,” the statement said.
PNA managing partner Lea Clothier said the organisation is currently conducting research into the views of paraplanners on their function within the financial advice sector.
Clothier encouraged paraplanners to get involved with professional networking opportunities through social media.
“To date there have been a number of great discussions on topics which affect paraplanners including financial planning software, [the Future of Financial Advice reforms] and professional development,” she said.
“The group is about sharing and development of paraplanning skills, knowledge and experiences.”
SUBSCRIBE TO THE IFA DAILY BULLETIN
News
- 20 Sep 2018Independent advice will prosper but must be paid for: LovedayBy James Mitchell
- 21 Sep 2018Former ASFA policy advisor to boost FPA ranksBy Reporter
- 21 Sep 2018Aligned advisers in search of freedomBy Adrian Flores
- 20 Sep 2018Banned Perth adviser did not engage in dishonest conductBy James Mitchell
- 20 Sep 2018‘No advisers have been mistreated’: DalyBy James Mitchell
- 20 Sep 2018Beacon advisers held ‘ransom’ while IIOF money remains missingBy James Mitchell
- view all
