Paraplanning not just a ‘stepping stone’

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.

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by Reporter - March 26, 2013 1 comments

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.”