About Mutual Plans Paraplanning

We provide top notch SoA documents, timely turnarounds & compliance knowledge, whenever you need it

A contract paraplanner is there to make your life easier—and your documentation better

Founded in 2016, the team at Mutual Plans prides itself on delivering prompt, accurate, expertly-crafted documentation for small, medium and large licensees.

When you work with us, you'll be assigned one dedicated paraplanner based on your needs, niche and/or location.

However, we will always ensure you're never left in the lurch and empty-handed before a client meeting if that paraplanner is absent. Someone else will step in (that's the benefit of hiring a larger and highly skilled onshore team like ours for virtual paraplanning support - have a look at our team members below to see the difference!)

We also act as a compliance gatekeeper, with proven auditing reports and feedback (if you would like to see either, contact us here)—particularly when we work across both pre-SoA work and SoA creation. Ultimately, our experienced paraplanners can help you "get it right" when it comes time to audit.

We are a member of the Financial Advice Association Australia (FAAA) and Ensombl (previously XY Adviser).

Mutual Plans By The Numbers:

2016

When We Were Founded

0

Documents Failed At Audit

150+

Years of Combined Paraplanning Experience

4+

Advisor Platforms

Experienced in 4+ Financial Advisor Platforms

What’s in a name? Why are we called Mutual Plans?

People often ask us this! We named our company 'Mutual Plans' because it reflects our perspective that a 'partnership' with advisers is required to make contract paraplanning work.

What does that look like in practice?  

  • A collaborative work style and communication, first and foremost. We respond to requests promptly, and clients can pick our brains on compliance, template customisation and even discuss strategy. Ultimately, we're there to respectfully lend our expertise to yours—as and when it's needed.
  • We also believe in offering a supportive paraplanning service where we both benefit from the relationship. That ethos is why we create long-term partnerships with our clients without enforcing minimum quantities. Instead, we gain consistent work, trust and loyalty by proving our worth and delivering on both quality and prompt turnarounds.

We gain a valued client; you gain a paraplanner team you can count on.

EXPLORE THE PARAPLANNING SERVICES

Meet Mutual Plans Founder + Director Silvia Wade

MAppFin, MAcc, GradDip FP | Principal Paraplanner

Before founding Mutual Plans, Silvia spent 6 years in corporate roles, firstly as a paraplanner for a charter financial service company, and then in the AMP Centralised Paraplanning team.

Driven to make her own mark, Silvia launched Mutual Plans in 2016. Today, as Principal Paraplanner, she works directly with advisers from different licensee backgrounds across Australia—discussing everything  from the customisation of our documents to suit their needs, to preparation for compliance.

Silvia lives in Chatswood NSW with her husband and two boys.

Silvia Wade - Mutual Plans - Outsourced Paraplanning

Meet the Mutual Plans Onshore Paraplanning Team

 Every team member has been carefully selected and vetted for their financial, paraplanning and client relationship expertise.

Mutual Plans - Peter
Peter Eason - Paraplanning Manager

Qualifications/Experience

  • Bachelor of Computing
  • Diploma of Financial Services
  • Certificate IV in Financial Services
  • Master of Applied Finance
  • Diploma of Finance & Mortgage Broking Management

Peter has been paraplanning since 2015. With his background in software and computing Peter has an advanced understanding of financial planning tools like Xplan and Advisor Logic.

He is based in QLD.

Tracey - Mutual Plans
Tracey Wright - Compliance Manager

Qualifications/Experience

  • Bachelor of Business (Financial Planning)
  • Diploma of Financial Planning

Tracey has been paraplanning since 2007. With her vast experience she has a particularly deep knowledge of compliance, and has a strong grasp of many paraplanning systems including Chantwest, Midwinter, Coin & Xplan.

She is based in QLD.

 

Mutual Plans - Patience
Patience Sakonda - Senior Paraplanner

Qualifications/Experience

  • Advanced Diploma in Financial Planning
  • Diploma in Financial Planning
  • Bachelor of Commerce (Professional Accounting & Finance)

Patience has been paraplanning since 2013. Complex modelling is her strength, with experience across taxation, estate planning, gearing and retirement strategies.

She is based in WA.

 

Kerryn - Senior Paraplanner

Qualifications/Experience

  • Diploma of Financial Planning

Kerryn has been paraplanning since 2008 with experience at Citadel, Hillross and RetireInvest. She is skilled across a range of planning tools/software. With experience running a small office herself, Kerryn is a highly capable administrator.

She is based in VIC.

Linda - Senior Paraplanner

Qualifications/Experience

  • Diploma of Financial Planning
  • Bachelor of Finance/Bachelor of Mathematical and Statistical Science

Linda has been a paraplanner for over 6 years. She has expertise within the Super & SMSF space, insurance, and aged care strategy advice areas.

She is based in VIC.

Claye - Senior Paraplanner

Qualifications/Experience

  • Bachelor of Business and Economics
  • Diploma of Financial Planning

Claye has over 10 years of experience in the financial services industry, spending time at IOOF CBA and Inwealth in paraplanning roles. He has extensive experience in Xplan and enjoys building client relationships.

He is based in TAS.

 

Angelica - Senior Paraplanner

Qualifications/Experience

  • Diploma of Financial Planning (Specialist SMSF)
  • Bachelor of Science/Accounting

Angelica has been in paraplanning since 2015. She has extensive experience in research and strategy development, using systems including Wealthsolver and Risk Researcher. Having worked in various areas of paraplanning including the management of offshore teams, she is familiar with end-to-end process development.

She is based in VIC.

Jia - Paraplanner

Qualifications/Experience

  • Bachelor of Commerce
  • CPA and registered tax advisor
  • Advanced Diploma of Financial Planning

Jia has been working in paraplanning and advisory since 2012. She has expertise in tax planning.

She is based in VIC.

Julia - Senior Paraplanner

Qualifications/Experience

  • Bachelor of Commerce | Finance
  • Certified Financial Planner

Julia has been in the industry since 2007, with extensive experience as a financial advisor. For the past 5 years she has enjoyed being an outsourced paraplanner.  She has expertise with high net worth clients, SMSF & complex entities, and a variety of tools including XPlan, MyNorth, BT Panorama and Hub24.

She is based in VIC.

Aanchal - Senior Paraplanner

Qualifications/Experience

  • Advanced Diploma of Financial Planning
  • Bachelor of Business (Applied Finance)

Aanchal has been in paraplanning for over 10 years, with expertise in superannuation strategies, retirement planning, gearing and tax planning.

She is based in NSW.

Neha - Senior Paraplanner

Qualifications/Experience

  • Diploma of Financial Planning
  • Advanced Diploma of Financial Planning
  • Masters in Finance
  • Chartered Financial Analyst (CFA)
  • Bachelor of Commerce

Neha has been in financial services for over 12 years, spending time as both a  paraplanner and associate advisor. She has key strengths in modelling and preparing research, with knowledge of tools like Factiva, Capital IQ and Bloomberg.

She is based in NSW.

Nitika - Paraplanner

Qualifications/Experience

  • Diploma of Financial Planning
  • Masters in Information Technology

Nitika has been in paraplanning for over 10 years, with expertise in financial products and investment strategy.  She has experience with Xplan, Xtools+ and Midwinter.

She is based in VIC.

Jacqueline - Paraplanner

Qualifications/Experience

  • Advanced Diploma of Financial Planning
  • Diploma of Financial Planning

Jacqueline has over a decade of experience in the financial planning industry, spanning both paraplanning and advisory roles. She has expertise in strategy formulation and worked across numerous licensee groups.

She is based in the ACT.

Nuala - Senior Paraplanner

Qualifications/Experience

  • Advanced Diploma of Financial Planning
  • Diploma of Financial Planning

Nuala has over 20 years of paraplanning experience, having started in 2004.  In that time she has also managed an advice practice with 14 advisors, and spent time as an advisor herself. She has expertise in aged care and SMSF advice.

She is based in WA.

Richard - Paraplanner

Qualifications/Experience

  • Masters of Financial Planning
  • Advanced Diploma of Financial Planning
  • Diploma of Financial Planning

Richard has a decade of experience as a financial planner, with stints at Aware Super and ClearView. He has a proven track record of delivering on targets through client relationships and comprehensive advice strategies.

He is based in NSW.

Tatiana - Administration

Qualifications/Experience

  • Bachelor of Business (Financial Planning)
  • Bachelor of Arts (Media and Communications)
  • Diploma of Financial Planning
  • Certificate IV in Accounting and Bookkeeping

Tatiana has held a number of roles in paraplanning and administration, with particular experience training staff in procedures and compliance requirements.

She is based in VIC.

Rose - Administration

Qualifications/Experience

  • Bachelor of Nursing
  • Diploma in Culinary Arts

Rose has worked in financial services administration roles for over 4 years. She has experience in supporting financial advisors and SoA implementation. She has expertise in achieving organisational efficiencies.

She is based in the ACT.

What clients say about our paraplanning services…

We use Mutual Plans to prepare all of our plans, and have done for some time now.  We have always found the team provides excellent service.  They are efficient and compliant and go out of their way to be flexible with timing to meet those unplanned short deadlines. We value their service and would be happy to recommend it.

Chris Angel

Director at Redpool Group

Silvia and her team are absolutely great and easy to work with. No problem too big or small and always there to help sort out situations that arise. If you need a contract paraplanner in Australia, speak to Silvia. Keep up the great work and thanks!

Chris Trpenovski

Strategist at WealthPartners

Silvia and the team are highly experienced Paraplanners who have extensive experience dealing with the Statements of Advice for a number of AFSL’s.  Silvia founded the business in 2016 and has grown organically due to the subject matter expertise Silvia and her team possess.

As the Practice Principle of Trinity Financial Adviser, I feel Silvia and her team appreciate and understand that the high level of service required is important to running an advice business. There is an awareness of high expectations to provide compliant Statement of Advice documents…yesterday, or at least in a reasonable timeframe to suit client appointments.  I feel we have a very “Mutual” and collaborative environment where our advisers feel the benefit from quick turnaround, better client service and a stronger ongoing relationship.  Our discussions around strategy are always welcomed and respectfully challenging and educational.

Joseph Meawad

Practice Principal at Trinity Financial Advisors

I have been dealing with Silvia & her team for the last 5-6 years. Whenever I have posed a question or situation to her, she has taken a clear and decisive path to get a resolution / solution in place. She has also assisted with numerous other ad-hoc queries on a regular basis—each time displaying a depth of skill and up to date knowledge that has been invaluable. No query has been too small or too big—with her response time and attention to detail outstanding.

Noel Ching

Principal Advisor at Majestic Financial Services

ENLIST THE PARAPLANNING SUPPORT OF OUR TEAM