AI-powered paraplanning tools that generate AFSL-compliant SOAs, ROAs, insurance needs analysis and more — built to Australian regulatory standards, ready in minutes.
Purpose-built for Australian advice practices. Insurance-only or full comprehensive — we've got both covered.
AI-drafted Statements of Advice aligned with RG 175 and FSC standards. Reduce drafting time by 80%.
Life, TPD, Trauma & IP needs analysis with ASIC-compliant disclosure language built in.
Records of Advice generated in seconds. Auto-populates client data from your fact-find inputs.
Compliant risk questionnaires with scoring matrices. Supports all major dealer group frameworks.
Fee Disclosure Statements and Opt-In notices generated per FASEA schedule. Charged at $19 per document.
Built-in review flags for best interests duty, conflict of interest & reasonable basis requirements.
Bank-grade security from day one. Client data is encrypted, stored only in Australia, and never used to train AI models.
Same standard used by Australia's leading banks — at rest and in transit.
Stored exclusively on AWS Sydney servers. Your data never leaves Australia.
Client data is never used to train AI models. Not ours. Not anyone's. Ever.
Granular permissions per team member with full audit trails.
Fully compliant with Australian Privacy Act and all 13 APPs.
Every connection encrypted end-to-end. No exceptions, no shortcuts.
Every output verified against current ASIC guidance, Corporations Act obligations, and financial services law.
Licensing: Financial Product Advisers
Example Statement of Advice
Code of Ethics & Standards
Best Interests Duty
Fee Disclosure Statements
Fee & Cost Disclosure
Financial Services Council
Dispute Resolution Alignment
3-day free trial on all plans · Card saved, not charged until Day 4 · Cancel anytime · All prices AUD + GST
Purpose-built for risk advice specialists and insurance-only practices.
Complete paraplanning suite for comprehensive financial advice practices.
Multi-adviser access for licensee groups and larger advice businesses.
"Paraplanr cut our SOA turnaround from 3 days to 30 minutes. The compliance language is spot-on for our AFSL."
"The insurance needs analysis templates are genuinely the best I've seen. Saves me hours every week."
"Finally an AI tool built for Australian planners, not adapted from US software. The FSC compliance is excellent."
Join 2,400+ Australian paraplanners saving hours every week. Card saved, not charged for 3 days.
Card saved, not charged for 3 days · Cancel anytime · AUD pricing · Australian data residency