Jason Carlos's Colleagues at Rocket Financial Services
Jason Carlos's Contact Details
Metro Manila,Philippines
Rocket Financial Services
Jason Carlos's Company Details
Rocket Services is a 100% Australian owned company and has been providing outsourced Paraplanning and advice process support for over 10 years, having created and pioneered the industry in the Philippines.Our experience and longevity in the industry is the result of a decade of designing and refining support options fit for the financial adviser of tomorrow and has shown that the most valuable resource is time. Advisers need more time to focus on their growth and success, and a licensee must scale to meet the increasing time spent on the maintenance of professional standards.We are a force multiplier as we provide time on demand - every hour we support an adviser or licensee staff is an hour directed back to core activities that are meaningful in their respective roles and businesses.We are not a one-dimensional service provider – we partner with financial planners, practices, licensee management and other key stakeholders to deliver increases in revenue, minimise and control costs, and enhance client service and professional standards.We take responsibility for our role in the industry and demonstrate our maturity through the commercial engagements we negotiate, the ongoing development of our support offering and the position we maintain in the industry.Rocket PhilosophyOur goal is always to achieve the holy trinity of any product or service - to be fast, cost effective and of high quality.We believe we have attained that mix through our operations management that maintains industry beating turnaround times, a commercial approach of making "a little from a lot", and our dedication to quality benchmarks which exceed the standards set by regulators and eclipse the expectations of our clients.