Between May and August 2025, the Paraplanner.com team achieved a major milestone — successfully completing over 570 Statements of Advice (SoAs) for a large Licencee in South-East Queensland. This large-scale project highlights not only the capability and dedication of our paraplanners but also our ability to scale operations efficiently while maintaining high-quality standards.

A Milestone of Growth and Capability

Delivering more than 570 SoAs in such a short timeframe demonstrates the depth of expertise within our team and the robust systems we’ve developed to support advisers. From complex strategy documents to compliance-focused advice, the project showcases Paraplanner.com’s ability to meet the demands of Australia’s leading financial services businesses.

Leadership Perspective

Reflecting on the achievement, Jason Penna, Principal of Paraplanner.com, shared his pride in the team:

“I am extremely proud of the hard work, professionalism, and collaboration our team has shown. This milestone proves that Paraplanner.com can handle large-scale demands while delivering consistently excellent results. We look forward to even bigger challenges ahead as we continue partnering with some of Australia’s most successful licensees.”

Looking Ahead

This achievement is more than just a number — it’s a reflection of the trust advisers place in us and the commitment we bring to every project. As the financial advice industry continues to evolve, Paraplanner.com remains focused on delivering scalable, reliable, and compliant paraplanning solutions that help advisers grow their businesses with confidence.