Process and Privacy
Protecting your personal information is most important to us and is required by law. The Commonwealth Privacy Act 1988 determines how we must handle your personal information and in accordance with the set of Australian Privacy Principles.
You have the control as to decide what information are needed to undertake tasks. Noting that unbaling to collect your adviser detail and all relevant clients personal information may cause us difficult to perform the tasks as nominated by you. Information you provide us may include your adviser details, your clients names, addresses, email addresses, dates of birth, Tax File Numbers, occupation, salary and financial information etc.
Your details and client’s personal information is generally collected directly from you via Dropbox file sharing software or via email. A password protected shared Dropbox folder is created between you and our office and data is uploaded/downloaded from this facility. You have the ability to remove/delete your client’s personal information from Dropbox at any time.
It is important to note we use Dropbox file sharing software as a file sharing facility only and not as a data storage facility.
We will disclose your details as the adviser and your client’s relevant personal information
with below instances
Superannuation/Investment providers to perform the tasks, such as:
Upload Letters of Authority
Upload Transfer of Servicing Rights
Comparison Table tasks
Superannuation/Investment Application Follow Ups
Insurers to perform the following tasks:
Upload Letters of Authority
Upload Transfer of Servicing Rights
Comparison Table tasks
Superannuation/Investment Application Follow Ups
Risk Pre Assessment
Risk Application Follow Ups
Submit your completed request form with supporting documents to the team at wattle tree outsourcing and let us take it from there!. We might contact you afterwards to collect additional information or clarification to undertake your requests Supporting documents will vary based on the type of strategy but may include the following:
Fact find – necessary in all cases.
Strategy papers/working papers – necessary in all cases.
Super/Pension/Investment statements and/or research – if strategy dictates.
Recommended insurance quotes – If strategy dictates.
Alternate strategies.
Insurance research and/or certificates of currency – If strategy dictates.
Simply email them with a completed request form plus supporting documents.
Do you need help with any of these tasks? We are happy to assist with all Working Papers
and Strategy File Notes.
Flexible Arrangements
We design solutions to meet specific client requirements and offer flexible engagement models. Our resources can be engaged full-time, part-time, or on an Ad-hoc basis.
Reduce Workload
Less time spent doing paperwork means more time spent with clients. Focus on growing your
business and let us do your hard work.
Up to 60% Cost Saving
On average, outsourcing your paraplanning needs financial planners and practices can enjoy a cost
savings of up to 60%, and it will help to achieve practices, growth faster than otherwise wouldn’t
have been possible.
No Lock-in Contracts
Our contracts are simple with no lock-in terms. At wattle tree we committed to offer the highest
level of customer service ensuring that our bindings are happy long-term.
Quality assured
All of our SOAs are completed by an experienced paraplanners and are reviewed by a senior
Paraplanner, Ensuring the quality and compliance in our services.
About Us
we understand that as owners of your Financial Planning practice, you ideally want to work on your business that gives you more return for your investment. So we are here to help planners and practices to increase the productivity, reduce workload and improve your processes to help achieve higher return for your time and investment.
