Adviser Support - blending efficiency with compliance
Our financial planning outsourcing services give your firm the capacity to scale. From SOA preparation to client administration, our team integrates into your preferred systems and workflows.
Full Time Paraplanning Support - Australian-experienced paraplanners to prepare full advice scenarios on your preferred software.
See Paraplanning service.
Full Time Admin Support - Full client services administration including end-to-end implementation, report preparation and specialised support. are full advice scenarios on your preferred software. See Financial Planning admin service.
Senior Tax Accountants aligned to APES320
Our accounting outsourcing solutions provide skilled professionals to prepare all tax work and SMSF administration. With strict governance and attention to compliance, we're here to grow your firm’s capacity without compromising on risk.
Full-Time Senior Tax Accountants –Experienced accountants with 3-8 years Australian tax experience. See Tax Accountant service.
SMSF Administration – Full fund admin and compliance including tax accounting, contribution tracking and compliance documentation, ready for the audit. See SMSF Admin service.
Insurance BPO Services
Broker Support – Streamlined policy processing, client onboarding, and compliance management for broker operations. See Broker Support.
Claims Processing – Claims handling support for 3rd party processors and approved panel suppliers. See Claims Processing Support.
Agency Support – Comprehensive customer service outsourcing, from policy enquiries to claims support, backed by strict compliance. See Agency Support.
Bookkeeping and payroll with less risk
Our bookkeeping and payroll services deliver on-time reporting that meets ATO and Single Touch Payroll (STP) requirements. By maintaining consistent compliance and regular reporting, we help your firm focus on growth.
Full-Time Bookkeeping Support – Dedicated bookkeepers manage transaction entries, reconciliations, and month-end reporting. See Bookkeeping.
Full-Time Payroll Support – Payroll set up and processing ensuring adherence to STP, superannuation, and employment contract entitlements. See Payroll service.
How we work
From first conversation to ongoing delivery, every step is structured for efficiency and compliance.
Discovery & Needs Assessment
We uncover your requirements and develop a specific plan tailored for you.
Candidate Assessment
We'll conduct technical assessments, psychometric testing and a hiring profile.
Onboarding
We'll work with your IT, compliance and operations teams to onboard our staff.
Ongoing Support
We provide continuous professional development, mandatory QA and compliance reviews.
Driving BPO Success
People, Processes and Local Expertise
Specialist Staff Training
Workflow Efficiency Reporting
Employee Satisfaction Intiatives
Australian Success Manager
Partnership to Performance:
Client Success Stories
Every firm we partner with has a unique growth journey. From freeing up local teams to increasing client capacity, Felcorp Support helps financial services firms achieve real results.
“Felcorp delivered us a 25% revenue increase in 3 months. That's given us the breathing space to plan our next growth phase."
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“Felcorp had everything ready to go. The staff were trained and producing work from day 1. It makes my life easier knowing that there is fully experienced team behind me."
“Felcorp gave us the confidence to take on more clients. With local staff difficult to find, Felcorp provides a scalable solution to satisfy our growth plans."
"Felcorp gave me 25% extra capacity in my practice that enabled me to offer more consulting and advisory work to my larger clients."
