- seamless financial planning back office
Build Wealth and Relationships
Create a lasting relationship whilst helping your clients achieve holistic wealth through a seamless financial planning back-office support.
Seamless Financial Planning Back Office
2023 FY:
Lifetime:
We use technology to boost efficiency:
Free up Valuable Time
- Pre- and Post-SOA
- Advice implementation
- XPlan maintenance
- Class Portfolio Administration
- Portfolio Administration
- Insurance implementation and administration
- Client ID management
- Advice documents preparation
- Scenario Modelling
- Risk Researcher needs analysis and quotes
- WealthSolver scenarios
We help deliver good advice
Effective
strategic planning
Our team of qualified administration support staff has the skills and experience necessary to complete regulatory compliance requirements. We will manage your back office and give you more time for providing good advice and identifying valuable investments.
We nurture client relationships
Best
financial future
Our Senior Paraplanning staff with RG146 certification can prepare highly technical, up-to-date and compliant fit-for-purpose advice records. We can also develop tailored systems and processes, so you can focus on helping your clients improve their quality of life.
We provide seamless financial planning back-office services to assist financial advisers with navigating the increasing complexities of regulatory requirements, whilst growing their business. Our team of experienced paraplanners and admin staff can give you more time guiding your clients towards having the best financial future.
Take it from our clients.
Easy-to-work-with staff members
Once worked out the initial instructions; and processes are put in place, good response time and consistent end results. Easy-to-work-with staff members.
Positive attitude, excellent work ethic
Our paralegal, telephony, accounting, and support staff are an integral part of our team. They are friendly and courteous, conscientious, and proactive, who take pride in their work and manage to do so with a smile, and fun-loving, dynamic, and positive attitude, and work ethic.
Hands-on approach, creating efficiency
Jason’s extensive experience as an adviser/BDM were evident from day one. His understanding of our advice process helped us quickly identify opportunities for efficiency gains. His hands-on approach during the onboarding process and ongoing monitoring of progress were instrumental in delivering a tangible benefit from our DBA resources as quickly as possible. If you’re looking to create more efficiency in your business through outsourcing, I highly recommend chatting to Jason about what DBA can offer.
Played a big role in helping us get there
We’ve been using DBA for our SMSF administration for a few years now. The CEO Darlow initially met with us in Sydney and listened to our needs and tailored an arrangement to suit our needs. Currently we have an excellent team with Charisse managing our SMSF accounting flow of work, and we like how the DBA team work in with our style and systems. Turnaround is timely, communications succinct but effective, and with thorough workpapers. Partnering with DBA on the accounting side of our business has allowed us to focus more on proactive service and advice to clients. Our SMSF business is very efficient, and DBA has played a big role in helping us get there. We have tried various offshore providers, but for SMSFs, DBA has been the best. Which is why we look forward to a continued partnership with DBA.
Hands on and highly approachable
Over the past 6 years Stanford Brown have forged a very trusting and effective working partnership with DBA as it was always our intention from the outset to treat this relationship as a working partnership.
We value the DBA model of sourcing, training and dedicating quality professionals to deliver high levels of service which we as a leading wealth advisory business demand.
Also, we have found the DBA business leaders and owners of the business, Darlow and David, hands on and highly approachable.
We currently have nine DBA professionals dedicated exclusively to Stanford Brown and expect this to significantly increase as we continue to grow in the years ahead.
I would urge any enterprise considering this option to invest in a flight and witness first hand the professional business operation of DBA
