About Us
About Us
We are a massive bunch of overachievers who love to help!
How it started
Our why is simple. We love to help.
And our why has always guided us since the day we started up to where we are now—and will continue to be our compass as we strive to fulfill our commitment in supporting more people.
What started in 2010 as a paraplanning company has grown into more than just paraplanning—providing a complete financial planning back-office solution while still maintaining the specialist knowledge in SMSF advice.
FSSA™ CFP® DipFP BApplEcon
Equipped with more than two decades of involvement in the Financial Planning Industry as a Certified Financial Planner, Qwrk Outsourcing (formerly SMSF Paraplanners) is led by our founder and Managing Director, Jo Hall.
With a deep understanding of the business from all angles, including advisers’ and paraplanners’ viewpoint, the Qwrk Outsourcing team genuinely empathizes with the needs and pain points of Financial Planning Practices and is committed to find ways on how we can best support clients wholistically.
What's important to us
Our core values make us who we are
Every decision we make leads back to our core values: Teamwork, Integrity, Excellence, and being Spirited.
Together, we call them TIES and it is the driving force that ties our close-knit community together.