Virtual Assistants For Financial Planning Businesses
Build your remote team utilising our systemised approach to outsourcing. Our focus on financial planning training ensures your new team members are fully equipped for success.
Paraplanning, General Administration, Data Collection and Integrity, Document Maintenance & Management, Implementation, Client Care, and more.
Let's Find Your New Team Member
.png?width=450&height=109&name=Hayes%20%26%20Co%20(1).png)
.png?width=450&height=109&name=Fox%20%26%20Hare%20(1).png)
.png?width=450&height=109&name=Bolder%20(1).png)
General Administration
Provides administrative/client services support, including handling enquiries, managing databases, ensuring FSRA compliance, etc.
Data Collection and Integrity
Contacts product providers for client accounts, inputs data into CRM, and reaches out to clients for personal information updates.
Paraplanning
Supports Financial Advisers by handling client sales, offering quotes, completing documents, and managing administrative tasks for compliance.
Document Maintenance & Management
Files documentations, prepares documents for digital signatures, readies portfolios for reviews, and prepares ROAs.
"I really believe that all business owners can live wealthier, healthier, more fulfilling lives, with the help of amazing virtual teams. While building incredible systems and processes that back up everything you do in your business. I love helping to see the transformation in a person's life when they implement these amazing systems and processes with virtual teams."
Brian Jones
VA Platinum Founder & CEO
2024 MFAA Support Service Award
Finalist for the Support Service Provider Award - Small Company category at the 2024 MFAA National Excellence Awards, recognising excellence in professional development, support services, and aggregation.
2023 Asia-Pacific Stevie Awards Winner
Bronze winner in the 10th annual Asia-Pacific Stevie® Awards, regarded as the world's premier business awards, recognising business innovation across all organisations in the 29 markets of the Asia-Pacific region.
2022 Australian Mortgage Awards
Excellence Awardee for the Dye & Durham Best Industry Service at the Australian Mortgage Awards, which honor the outstanding achievements of Australia’s top brokers, brokerages, lenders, aggregators, and BDMs.
2021 Contact Center World Awards
Finalist in the 2021 Contact Centre World Awards, chosen from over 2000 entries across 80+ nations. These awards, by ContactCenterWorld.com, are the top honors in the contact center industry.
2024 MFAA Support Service Award
2023 Asia-Pacific Stevie Awards Winner
2022 Australian Mortgage Awards
2021 Contact Center World Awards
Trusted by hundreds of Australian businesses
Australia’s leading privately owned outsourcing company
Multi-award winning service
Tailored recruitment solutions using an in-house recruitment team
Our team are industry specialists with experience in their respective industries
Financial Planning
Mortgage Broking
Real Estate
Accounting and Bookkeeping
General Administration and Customer Service
Construction
Legal and Conveyancing
eCommerce and Retail
Digital Marketing
Not-For-Profit
Management Consulting
Insurance
"VA Platinum has proven to be an invaluable asset to our company. We couldn't be more pleased with our ongoing partnership and we highly recommend their services to anyone seeking top-notch virtual assistance."
"The VA Platinum team guide you every step of the way. Best part is knowing our staff have amazing facilities and are safe and so is our data. They are on top of everything and you definitely get what you pay for."
"We have been very impressed with the quality of staff we have acquired. They have certainly made a significant positive impact on our onshore team, and I look forward to continuing our partnership in the future."
