Testimonials

Brigitte is by far the most professional and technically proficient paraplanner I have worked with. She is an asset to my business and I cannot recommend her highly enough.

Christopher Young B.Com, GDipAppFin, Dip.FS (Fin. Planning), AFA
CY Financial Advice
Authorised Representative Millennium3

Paraplanning Direct provide an efficient and valuable service that has made my life as an adviser much simpler. I have always found the service professional and feedback is very constructive. The benefits achieved from using Paraplanning Direct more than outweigh the costs of the service. I highly recommend their services.

Cheryl Neroni CPA, BBus (Accounting) GradDip (Tax)
Financial Adviser
Advanced Wealth Professionals (QLD)

Before Brigitte Julien started Paraplanning Direct she worked for 10 years as a Financial Planner for Hillross Financial Services and provided good quality advice to her clients. Now, as Principal of Paraplanning Direct, she assists me in providing the necessary Statements of Advice required by law for my clients.

I am delighted by the service – Paraplanning Direct has provided me with a prompt service; the Statements of Advice are easy to understand and professionally written.

James Hillan
Authorised Representative (No 247564)
Hillross Financial Limited

Having known Brigitte for some years as a competent Financial Planner, it was a pleasure to commence using her Paraplanning Direct business. Brigitte is a professional provider – that is methodical, analytical and thorough in her approach to Advice documents. Our experience with Brigitte has demonstrated that she has the required skills to model and explain (in a quality Statement of Advice) a range of financial strategies for a variety of clients in a timely manner. She regularly keeps us up to date with progress of her work and makes suggestions for improvements to our approach. Looking forward to using more Paraplanning Direct services in the future.

Rohan Howard CFP Dip FP
Financial Planner
Hillross Mandurah

As a financial planning practice that out-sources our Paraplanning work, I have found the relationship with Paraplanning Direct to be extremely valuable. Brigitte understands our business, giving me every confidence that our Statement of Advice are consistently compliant and technically accurate.

Jonathan Kirk B Bus, Dip FP
Certified Financial Planner
Financial Lifestyle Group
Sale Victoria