PARAPLANNING UPDATE

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Updated Templates

Please note that all of the Madison Advice templates on CoMetrix and also in Xplan and Coin have been updated for the following:

  • New Sydney office address
  • New FSG Version 27
  • Removal of association with Wealthdirect

 
Paraplanning Request Form

 

An updated Paraplanning Request Form has also been loaded in the Cometrix document library at My Menus > Document Library > Professional Standards > Advice Documents > Paraplanning Service > Paraplanning Request Form. For those who use the service, please start using this form for your next request.

 

Paraplanning Service

Please note that we now have a new email address. Please direct all paraplanning requests to paraplanning@madisonfg.com.au .

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