Titanium spruiks para-planning service
Financial planning dealer group Titanium is spruiking the para-planning service it provides to ensure financial plans are audited before they are sent to clients.
According to Titanium Group chief executive Andrew Blanchette, the group has a regime in place which ensures each potential plan submitted to the firm's para-planning team must follow guidelines that Titanium enforces and knows will pass muster in any audit.
"Why have a plan completed that has any inherent risk around the compliant nature of it," he said. "For a start we don't use inexperienced para-planners."
Blanchette said the Titanium model had been established as a result of a number of in-house legal counsels being employed to reduce risk to the business and its financial planners.
"We are here to service the financial planners and keep them in cotton wool so they can get on with the business of helping their clients and themselves make money, not put it at risk.
"We believe Titanium offers a para-planning service like no other in the market. Not only is it compliant, well-structured and audit-proof, it's also cost effective," Blanchette said.
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