Free your advisors to focus on what they do best — building client relationships. Our qualified paraplanners handle the technical work so they don't have to.
Every BBO paraplanner is tertiary-qualified, experienced in Australian financial advice, and ready to work as an extension of your team.
Degree-qualified in financial planning and related disciplines — not just trained administrators.
Fully versed in ASIC compliance requirements, best-interest duty, and the current Australian financial advice landscape.
Experienced with XPLAN, Wealth Solver, and the major CRM platforms used by Australian advisers.
Your paraplanner works your hours — no delays waiting for overnight turnarounds.
Scale up or down as your advice practice demands — no long-term lock-in required.
A local account manager oversees quality, handles onboarding, and is your point of escalation.
From compliance documents to portfolio research, your paraplanner covers the technical workload that slows advisors down.
We make onboarding fast and straightforward so your paraplanner is delivering value within days, not weeks.
We learn about your practice, your workflow, and the specific tasks you need handled. No obligation — just clarity on what's possible.
We match you with a paraplanner who fits your practice's style and requirements, then run a structured onboarding to set expectations and workflows.
Hand over tasks from day one. Your account manager monitors quality and you give feedback directly — your paraplanner improves quickly.
The benefits go beyond cost savings — you're gaining a scalable, compliant resource that grows with your business.
Significantly reduce your paraplanning costs versus hiring locally — without sacrificing quality or compliance.
Our operations are ISO 27001 certified, meaning your client data is handled to the highest international security standards.
Redundant offshore capability with offices in both India and the Philippines — business continuity built in.
A dedicated Australian account manager handles quality control, escalations, and your day-to-day relationship.
BBO is a proud MFAA member — our commitment to professional standards extends across every service we offer.
If the quality isn't right, we fix it. Our work comes with a rework guarantee — no argument, no invoice.
Everything you need to know before engaging a BBO paraplanner.
Yes. Every BBO paraplanner holds a tertiary qualification in financial planning or a related discipline. They're not generalist administrators — they're trained professionals who understand Australian financial advice regulation.
Yes. Our paraplanners are experienced in XPLAN, Wealth Solver, and the major CRM platforms. During onboarding we confirm system access and workflows so they can hit the ground running.
Your paraplanner works Sydney business hours — 9am to 5:30pm AEST/AEDT — so turnarounds feel local even though the team is offshore.
We are ISO 27001 certified. All client data is handled under strict information security protocols. We sign NDAs and data handling agreements as part of the engagement.
Yes. Our engagements are flexible — you can scale paraplanning hours up during busy periods and reduce them in quieter times. There are no lock-in contracts.
Book a free consultation and we'll show you exactly how a BBO paraplanner fits into your practice.