Free your advisers to advise — Veero handles the rest.
SOAs, research, client services, AFSL compliance — managed by specialist paraplanners who know the regulatory environment.
Specialists, not generalists.
- Paraplanner
- Research Analyst
- Client Services Administrator
- AFSL Compliance Support
- Practice Administrator
The Paraplanner
Veero's specialist paraplanning brand — built for AFSL-licensed advice practices across Australia and New Zealand.
What's holding financial planners back.
40–60% of adviser time on SOA prep
Your most expensive people are formatting documents instead of advising clients.
Client review backlogs
Annual reviews running 3–6 months late. Ongoing fee opt-ins under pressure.
Skilled paraplanners impossible to find
Local paraplanner roles take 6+ months to fill — if you fill them at all.
AFSL compliance consuming time
FDS, opt-ins, fee consents, BID documentation — eating into client-facing time.
What your Veero team delivers.
High-quality SOAs and ROAs
Specialist paraplanners who write to your house style and licensee standards.
Investment and product research
Comparison reports, ratings analysis, product replacement justifications.
Client services that scale
Review prep, fee disclosure, opt-in renewals — handled before they're overdue.
Audit-ready compliance support
FDS, opt-in tracking, BID documentation, and file integrity.
Productive in the tools you already use.
Every role is filled by a vetted professional with industry-specific training — never a generalist on a specialist seat. They're fluent in your stack without a long ramp-up.
Financial Planners FAQ.
Can your paraplanners work within Xplan?
Yes — Xplan is our most common paraplanning environment. We also work in Midwinter, AdviserLogic and Coin. Niche platforms are no problem with appropriate access.
How do you handle licensee standards and house style?
During onboarding we capture your licensee's SOA template, house style guide, and any house-view product preferences. Your paraplanner writes to that standard from day one.
Are your paraplanners ASIC RG146-aligned?
Yes — our paraplanners hold relevant qualifications and follow ASIC RG146 / RG175 guidance. We can provide credentials on request.
What about confidentiality of client information?
Every paraplanner signs a binding confidentiality agreement, works inside your secure systems with audited access, and we're happy to sign your own NDAs and data-handling addenda.
Ready to free up your advice team?
Book a free 20-minute consultation. We'll scope your role and give you a fixed monthly figure — no obligation, no hard sell.