Financial Services - Sydney, NSW, AU
The ComplyX vision and name was born in 2018. Long before this however, Alex had established an offshore paraplanning business in the Philippines in 2014. On the back of successfully having built the team, Alex saw an opportunity to align offshore paraplanning with onshore compliance consulting. This created a way for a financial planning licensee to outsource their paraplanning with full confidence and outsource their compliance reviews, audits, training and further compliance consulting to a team of Australian based consultants.The next component of ComplyX is growing out of the need for our clients to have back-office support solutions in other parts of their holistic business. We have a back-office accounting and mortgage application processing team who work as an extension of your business.
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