We are a dynamic privately owned, independent company, committed to supporting the financial planning profession. Essentially, we exist to help Financial Planners create efficiencies in their day.

Our services include pre-SOA services through to the production of high-quality, compliant Statements of Advice (SOAs) and implementation. Quantum also has a CSO offering to assist with day-to-day tasks of running a business.

We have been operating for over 14 years and have an outstanding group of
experienced and new Paraplanners committed to extraordinary service. We work across all licensees and in multiple software programs, which enables us to attract people with diverse skills, experience, and technical knowledge.

Quantum Paraplanning & Support

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Quantum Paraplanning & Support

Org chart

Teams

Offices

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