Contract paraplanners who work for Paraplanner.com.au can use the following options for invoicing:
- Paraplanners invoice us directly*.
- Send invoices to billing (at) paraplanner.com.au .
- We use these details to invoice the adviser's company
- On the same day that we are paid by the adviser's company, funds are transferred to the paraplanner's bank account (as shown on their invoice).
Each invoice must include, in the Notes section, the following information:
- Adviser Business Name
- Adviser Email Address
- Client Name
- Strategy Details
- Paraplanner name
- Paraplanner bank account details