Our Background

PARAPLANNERS

Scale Up Paraplanning is an Australian outsourced back-office service provider that also offers practice management consulting services. Founded in 2017, our team incorporates some of Australia’s most experienced financial services innovators and technical experts. The success of financial advice firms is being determined by their back-office costs and efficiencies and how well they can integrate with technology. We help our clients solve capacity and revenue constraints.

With over 27 paraplanners in the Scale Up network, we cater for both advisers looking for overflow support and larger licensees looking for dedicated paraplanners to work as a true extension of their business. 

5 - 7 Business day turnaround time

4+years experienced paraplanners, degree qualified

high quality Soas

safe and secure

General manager

Alexander Gassner

As Scale Up’s General Manager, Alex certainly takes on a lot of roles within the business. It is likely that making contact with us will see him get in touch with you to further discussions around outsourcing your paraplanning. With a background in paraplanning, advising, fintech and practice development he brings valuable experience and a proven track record on delivering high volume and high quality SoA’s for businesses. He is involved in every pilot we engage on with prospective clients and maintains a presence even long after you have become an ongoing client. This is part of our value offering and what we stand for, which is to become a long-term extension of your business, with a high touch service offering. If you would like to beat him to it, please get in touch by sending a request for a call-back below.