Who we are

Newcastle Paraplanning offers strategic outsourced Paraplanning services to help reduce your business costs, streamline your workflow, and allow you to concentrate on your clients.

With over 20 years experience in both advising and paraplanning, Newcastle Paraplanning offers a unique understanding of both sides of Financial Planning and the pressures you face.

We use our vast experience and know-how to provide timely, cost effective and compliant advice documents.

What we do

Compliance expectations continue to become more onerous and are taking an increasing amount of time in your business. We understand this.

We are able to take the advice document process from you,  allowing  you more time to focus on what is paramount – servicing your clients.

As the advice process becomes ever more complicated and burdensome you need a team that can provide specialised services for the production of advice documents. Allowing you to focus on your clients needs and not worrying about your next audit.

Learn more about the services we offer or speak to us today about how we can help you.

About Newcastle Paraplanning Owen O'Neil

Owen O’Neil

FOUNDER & SENIOR PARAPLANNER

Our team combines unmatched investment minds with operational knowhow and industry expertise. Bold vision, shared values, diverse thinking and practical action drives our success.

Owen draws on over 20 years’ experience in the Australian Financial Services industry.

Offering a wealth of experience as both a Financial Advisor and Paraplanner, Owen truly understands the need to provide accurate, compliant and technical SOAs to keep you in front of your clients and propel your business.

For more on Owen, click here.

Our team

Sarah Anderson

OPERATIONS MANAGER

Sarah is an accomplished professional, with over a decade of experience in the financial planning industry.

In 2023, Sarah joined Newcastle Paraplanning in the role of Operations Manager. With a comprehensive understanding of client services, team management, paraplanning, technical and compliance management, Sarah brings a wealth of knowledge to her role.

Sarah is responsible for overseeing the day-to-day operations of the team and ensuring that our processes and procedures remain efficient and effective. Her expertise and leadership qualities are instrumental in maintaining our high standards and delivering exceptional service to our valued clients.

”Owen and the team at Newcastle Paraplanning have been a pleasure to deal with, they are easy to work with, understand the professional standards that are important to us, always communicate clearly and have worked with a range of our advisers with different styles, effectively, efficiently and I can recommend them highly.

Tabitha Tworek, Director - Insight Wealth Planning

”We have been using Newcastle Paraplanning, to prepare all of our Statements of Advice and we have found dealing with Owen and the team to be extremely knowledgeable in all areas of financial planning. They have a robust administration and paraplanning service that makes dealing with them very easy and they are always helpful. The SoAs are of a high standard, compliant and are returned in a timely manner. Newcastle Paraplanning make the effort to understand how our business works and fit in with our model. We would not hesitate to refer them to planners looking to outsource their SoA production.

Alex Jenkins, Director - Virtous Wealth

”Owen, is exceptional in the way he approaches his work – he in an individual with sharp technical prowess. His dedication to my clients with the quality of the Financial Plans produced goes a long way in me continuing to have success with my existing and new clients. He also truly understands the meaning of teamwork and was always on hand to add value to myself professionally and continued development. I look forward to continuing our relationship with Owen to assist my clients along their financial journey.

Alan Poric - Senior Financial Planner - Aspire Planning Group