Yianni Cassimatis's Colleagues at DöXA Group
Yianni Cassimatis's Contact Details
Brisbane,Queensland,Australia
DöXA Group
Yianni Cassimatis's Company Details
Boutique outsourced financial paraplanning, research and development firm.DöXA is wholly owned and operated in Australia. The firm is led by a highly-qualified core team with experience in financial research and analysis, software and instrument development, wealth and risk advice as well as compliance and education. Our core team has a combined 50 years of experience across all levels of finance – including institutional, retail and regulatory.Services include:• Production of high-quality Statements of Advice / Records of Advice for Wealth, Superannuation, Risk and Estate Planning.• Investment, Superannuation and Insurance product research and analysis.• Financial Securities research and analysis.• Holistic cashflow modelling.• Needs analysis and advice strategy logic testing.• Compliance implementation and maintenance of licensee standards. We can also vet third-party SoAs for quality and compliance in accordance with licensee guidelines.• Back-office functions to support detailed record keeping and client data auditing.• Industry-leading 3-day turnaround times.• All paraplanners who work for DöXA are onshore in Australia. We are Privacy Act 1988 compliant. Your data never leaves our systems, or Australian shores, in any way.• Temporary business scalability without significant CAPEX. Don't let those leads go cold sitting in your pipeline.We can modularise our services to you. DöXA can provide an integrated service package for your business to fully outsource paraplanning and back-office needs, keeping your business fiscally agile and sales focused. Alternatively, DöXA can serve as a plug-and-play addition to your business by providing specific services on a case-by-case basis for pipeline spillover.