Paragem

Dealer Services

Advice businesses, large and small, are looking strategically at ways to help them develop a more resilient and profitable business.

With a vision to enable advice without conflict, Paragem offers dealer services and a non-aligned wholesale licence to the rapidly developing advice industry, freeing up advisers to focus their efforts on providing professional and unbiased advice and services to their clients.

Wholesale AFSL

Paragem Dealer Services is an independent service provider assisting advice businesses to operate within the AFSL regulatory environment. Services include compliance and risk management, professional development, paraplanning, practice improvement, software management and research – all critical to a well-managed advice business.

Dealer Groups can benefit from a reduction in risk, improvement in operational efficiency and access to professional, objective advice at a fraction of the cost of maintaining it in-house.

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Paragem Wholesale AFSL offers professional advisers a unique opportunity to share a non-aligned licence with scale benefits and expert operational support, operating under your own brand and entirely free of product obligations.

Paragem Wholesale AFSL advisers are free to develop an advice-based business and select the best platform and products for their clients, plus receive 100% of any platform rebate.

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