Unique 360° Accounting Services & Engagement
For more than a decade and a half now, Carisma has delivered comprehensive accounting, financial planning services and solutions to accounting and financial advisory firms in Australia & New Zealand.
Our 360° Accounting and Financial Planning services are delivered by a team of world-class Accounting Professionals and Paraplanners on leading software platforms and technology with a passion to delight clients each day.
CENTER OF EXCELLENCEOur Services
Paraplanning Services
We provide holistic Paraplanning solutions to Financial Advisors & Wealth Management experts. Our experienced team of qualified paraplanning professionals are well versed with quality requirements and compliances of financial planning businesses in Australia. This helps us deliver customised services timely, creating a scalable business model for you. You could choose your in house champion at Carisma who will ensure that the plan being developed is a true reflection of your client’s goals, objectives and needs. Our services include but are not limited to :
Pre SOA, SOA and post - SOA
services
services
Ongoing review & administration
Integration of SMSF and
Financial Planning administration
Financial Planning administration
Portfolio Management
Information research
Preparing Quotes
Paperwork & Lodgements
Our Paraplanning Experience
SOAs
3000/Yr
ROAs
2500/Yr
Financial
Modelling
1500/Yr
SOA
Implementation
1000/Yr
Financial Planning Platforms & Technology
ADVISERLOGIC
CLASS
IRESS XPLAN
PRAEMIUM
MIDWINTER
CCUBE
HUBSPOT
ASTUTE WHEEL
SALESFORCE
Center Of Excellence ( COE )
Scale your business
Acquire new clients across verticals
Increase Client face time.
Change Management
Develop skills and build best practices in international accounting, accounting automation, financial planning and technology. Build solutions to increase productivity and security for accounting (KPO).
Evolve client relationship management framework to build strategic business alignment and long term partnership.
The COE runs fresher’s training, deep skills training, leadership training and Special Interest Group.
Reach us
India
Chennai & Bangalore
+91 44 2826 0205
Australia
Melbourne
+61 3 9026 9190
