Admin Services - Australia

Zedpath provides comprehensive outsourced administration support to financial planners and insurance advisors across Australia. Our experienced team of admin professionals and support staff assist with every aspect of your back-office operations — from client file management and implementation to research and compliance — all tailored to your firm’s specific needs.

We help streamline your administrative processes, enhance client service delivery, and free up your time to focus on advice and client relationships. With Zedpath as your support partner, you gain efficiency, accuracy, and scalability — without the overheads.

What We Offer

Our team of skilled professionals ensures accuracy, efficiency, and compliance across every process. We streamline your back-office operations so you can deliver timely advice, maintain quality service, and grow your business without the administrative burden.

Paraplanning Admin Support

Preparation and management of client fact finds and SoA requests
Data entry and document preparation for paraplanners
Lodgement and tracking of applications
Compliance and file audit support
CRM management and workflow tracking

Insurance Administration Support

New business processing and policy lodgements
Underwriting follow-ups and status tracking
Renewal management and lapse prevention
Policy alterations, switches, and cancellations
Claims coordination and client communication support

Advisor and Client Support

With our dedicated offshore admin team, you gain reliable, trained professionals who work seamlessly with your business — ensuring faster turnaround times, reduced costs, and consistent client satisfaction.