Financial Services - Belmont, Victoria, Australia
DSquare Global Business Solutions Pvt Ltd (Sri Lanka) is partnered with DSquare Business Solutions Pty Ltd (Australia) and run all the operations from Sri Lanka.As a group of paraplanning & Accounting experts, our strive is to provide high-quality and efficient services to our customers at significantly cost-effective rates, with an element of compliance.Our team is well-versed in numerous financial platforms such as Xplan, Midwinter, AdviserLogic and Advice Intelligence, with expertise in financial modelling, super/investment comparisons, Insurance needs analysis and insurance comparisons. Further, we are vastly experienced in preparing SOAs with Insurance, Superannuation, Investment, Retirement Planning, SMSF, Debt Management, Property, Social Security and Estate planning strategies. Also, we possess excellent awareness of compliance rules of the paraplanning industry while having excellent knowledge of Australian financial/tax rules and regulations.At DSquare, we are using the latest technology to ensure your data is secured as we understand the sensitivity of the data you share with us.Our highly skilled and experienced workforce will take care of all your Paraplanning and Accounting needs thus you can spend more time on your primary focus, which is your clients.