Dedicated Paraplanning & Financial Advisory Backoffice for Australian Practices.
Skilled paraplanners, compliance experts, and admin support—working exclusively for your Australian practice directly in your existing software. Save 50% to 70% on backoffice staffing costs.
Strategy modeling, WealthSolver asset allocation, and comprehensive SOA/ROA compilation.
File notes, CRM data hygiene, Fee Disclosure Statements (FDS), and application processing.
Fixed-rate overflow support with guaranteed 1–2 day turnaround inside your templates.
Zero Commitment Discovery Call: 30-min requirements assessment. No lock-in contracts • 30-day exit clause.
Built for Australian Financial Practices
Combining elite financial qualifications, strict Australian compliance, and secure direct software integration.
CA / CFA / CFP / MBA
Qualified finance talent from top Indian institutions holding CA, CFA, MBA, CFP, B.Com, and M.Com credentials.
ASIC & FASEA Aligned
Compliance-aligned workflows built for AFSL standards, Best Interests Duty (BID), and Delivering Better Financial Outcomes (DBFO).
1–2 Day Turnaround SLA
Fast, on-time delivery backed by AI-assisted drafting speed and rigorous 100% manual verification by senior paraplanners.
VDI / VPN Direct Access
Encrypted direct access into your existing software and cloud instances with zero local data storage and APP 8 compliance.
Xplan & Major Platforms
Pre-trained on Xplan (Xtools+, WealthSolver, Risk Researcher), Plutosoft, Midwinter, AdviserLogic, and leading practice CRMs.
50–70% Operational Savings
Significantly reduced operational overhead compared to onshore paraplanners costing $100–$150/hr.
What Australian Advisers Are Up Against
The financial advice industry is under intense pressure. Here is what we hear from Australian practices every day:
Rising Operational Costs
Onshore paraplanners cost $100–$150/hr. As compliance requirements grow, so does your staffing bill—eating into margins that are already thin.
Talent Shortage
Finding qualified paraplanners in Australia is harder than ever. The industry lost thousands of advisers post-Royal Commission, and skilled support staff followed.
Compliance Overload
ASIC scrutiny, FASEA standards, and the Quality of Advice Review mean more documentation, more reviews, and more time away from your clients.
Your Remote Paraplanning & Backoffice Partner
MCR Global bridges Australia's advice backoffice capacity gap with qualified finance professionals from top Indian institutions holding CA, CFA, MBA, CFP, B.Com, and M.Com credentials.
Our dedicated team securely logs directly into your existing software (Xplan, Plutosoft, Midwinter), working exclusively for your practice using your preferred templates. By empowering our paraplanners with AI automation tools, we ensure rapid on-time delivery—backed by a strict 100% manual QA verification process.
Explore Backoffice Pricing →Adviser uploads client brief and strategy notes directly into your existing software (Xplan, Plutosoft, etc.).
Secure VDI/VPN login, AI-assisted strategy drafting, and 100% manual compliance review by senior paraplanners.
Compliant Statement of Advice (SOA) or Record of Advice (ROA) completed in 1–2 days inside your system.
End-to-End Advisory Backoffice Services
Comprehensive paraplanning and practice support, tailored to your advice process.
SOA Preparation
Comprehensive Statements of Advice—from strategy research and product comparison to compliant, client-ready documentation. We handle simple through to complex multi-strategy SOAs.
ROA Preparation
Records of Advice for ongoing client reviews, portfolio rebalancing, and insurance renewals. Tiered by complexity to match your practice needs with fast 1–2 day turnaround.
Insurance Research
Life, TPD, trauma, and income protection needs analysis. Product comparisons across all major insurers (Risk Researcher), with detailed replacement analysis where required.
Investment Research
Portfolio analysis, fund comparisons, WealthSolver modelling, and asset allocation reviews. Supporting your investment committee or direct advice process.
Compliance & File Reviews
Pre-lodgement file reviews, compliance audits, Best Interests Duty checklists, and regulatory documentation. Ensuring your client files are ASIC-ready and meet AFSL standards.
Financial Administration & Admin Support
File notes, client correspondence, CRM management (Xplan), Fee Disclosure Statements (FDS), ongoing fee consents, and application processing. Your back office, handled remotely.
Why Leading Advisers Choose Our Advisory Backoffice
Strategic para-advisers and dedicated backoffice teams built specifically for the Australian regulatory environment.
Qualified finance talent from top Indian institutions holding CA, CFA, MBA, CFP, B.Com, and M.Com qualifications. Strategic para-advisers, not basic template fillers.
Dedicated full-time backoffice professionals starting from A$600/month—compared to $100–$150/hr onshore paraplanning rates.
Your paraplanner learns your advice style, your software wizards, and your practice templates. Consistency you can rely on year-round.
India is just 4.5–5.5 hours behind AEST. Real working hours overlap for seamless live collaboration, query resolution, and communication.
Trained in RG146 requirements, FASEA standards, Best Interests Duty (BID), and Delivering Better Financial Outcomes (DBFO) reforms.
Our team securely logs directly into your firm's existing software tools & CRM (Xplan, Plutosoft, Midwinter)—ensuring smooth functioning without data migration.
Trained on cutting-edge AI tools to deliver documents rapidly and on time. Every SOA and ROA is 100% manually audited and verified by expert paraplanners before delivery.
Secure login via encrypted VPN/VDI into your existing systems, strict bilateral NDAs, zero local file storage, and ISO 27001 data hygiene.
Rigorous Candidate Vetting & Low-Risk Pilots
We evaluate every professional through technical testing, compliance assessments, and software proficiency before presenting them to your practice.
Every candidate undergoes comprehensive testing on Australian AFSL compliance guidelines, strategy logic, and SOA/ROA drafting standards.
Assessed for hands-on capability in Xplan (Xtools+, WealthSolver, Risk Researcher), Plutosoft, Midwinter, and leading advice tools.
Review detailed candidate CVs with verified credentials (CA, CFA, MBA, CFP, B.Com, M.Com) along with anonymised SOA work samples prior to your interview.
Start with an initial trial period or a small pay-as-you-go job batch to evaluate quality, communication, and turnaround speed firsthand.
Getting Started Is Simple
From first call to fully operational—we make the transition seamless for your practice.
Tell us about your practice—your advice volume, advice philosophy, software stack, and backoffice staffing needs.
We select paraplanners and admins with the right qualifications, software expertise, and experience. You meet your team before onboarding.
Your dedicated team logs directly into your existing software (Xplan, Plutosoft) via secure VDI/VPN. We adapt to your advice templates with zero data friction.
Leveraging AI tools for speed, our team prepares your deliverables on time with strict 100% manual QA compliance review before delivery.
What Australian Advice Practices Say
“The backoffice team has transformed our practice. The quality of SOAs is exceptional, and the cost savings have allowed us to take on more clients without sacrificing advice quality.”
“We were sceptical about offshore paraplanning, but this team changed our minds. Our dedicated paraplanner knows our templates better than some local hires we’ve had.”
“The timezone overlap works perfectly. We send briefs at end of day, and SOAs are ready for review by mid-morning. It’s like having a night shift without the overhead.”
Frequently Asked Questions
Clear answers regarding our paraplanning workflows, pricing models, software security, and QA review.
Ready to scale your advice practice?
Get your dedicated practice support team—starting from A$600/month. No lock-in contracts. 30-day exit clause.
100% Remote BPO Model: MCR Global Financial Advisory Backoffice is a 100% remote Business Process Outsourcing (BPO) service provider operating from India. We provide dedicated operational, administrative, and paraplanning personnel to Australian financial planning practices.
No Financial Advice Provided: MCR Global is not a financial adviser, financial planner, or Australian Financial Services Licensee (AFSL) holder. MCR Global does not provide personal or general financial product advice, financial planning services, or financial recommendations under the Australian Corporations Act 2001 (Cth).
AFSL & Adviser Responsibility: All Statements of Advice (SOAs), Records of Advice (ROAs), strategy working papers, and research documents prepared by MCR Global personnel are drafted under the explicit direction and guidelines of the client practice. The client Australian Financial Services Licensee (AFSL) and its authorised representatives remain solely and legally responsible for reviewing, verifying, approving, and issuing all advice to end clients.
Third-Party Systems & Data Security: Platform names (including Xplan, Plutosoft, Midwinter) are trademarks of their respective copyright holders. MCR Global personnel access client software tools securely via encrypted VDI/VPN connections with zero local data storage.