Outplan Email Formats
Financial Services • 
Sydney, New South Wales, Australia • 1-10 Employees
Key Contact at Outplan
Ross Millar
Director
Company overview
| Headquarters | Suite 4, Level 1, 189 Kent Street, Sydney, NSW 2000, AU |
| Website | |
| NAICS | 52 |
| SIC | 672 |
| Keywords | Training, Financial Planning, Templates, SoA, Paraplanning, Outsourced Paraplanning |
| Founded | 2005 |
| Employees | 1-10 |
About Outplan
Welcome to Outplan - Australia's most innovative outsourced paraplanning service. We partner with our clients to create visually appealing, marketable Statements of Advice on an 'at-call basis'. Why? Because attractive SoAs are more easily read, understood and lead to more business won for you. Outplan also champions presenting your SoA using a tailored, animated PowerPoint slideshow to further enhance your point of sale effectiveness. Within this website, you can find a wealth of valuable information for the financial planning industry including: Best practice tips for writing Statements of Advice (SoA) How to create an SoA that will win you business Sources of training for entrants into paraplanning Samples for download of best practice SoAs Sample PowerPoint presentations of SoAs Outplan is an Australian owned and operated business, based in the Sydney CBD. If you are thinking about improving or outsourcing your paraplanning, contact Outplan on 1300 789 782.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Outplan has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
Outplan has never raised funding before.
Brazil
Italy
Canada
Netherlands
United States
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