Admin Services - Australia
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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
 
															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
- Calendar and meeting management
- Client file maintenance and document organisation
- Email and communication management
- Ongoing reporting and task tracking
Administrative Services
Operational execution and client support to streamline adviser workflows and ensure exceptional service delivery.
Zedpath is responsible for the accurate and compliant integration of new clients into the adviser’s systems and advice process. All onboarding activities shall be conducted in accordance with relevant AML/CTF obligations and internal operational procedures.
Zedpath will perform foundational research to assist advisers in delivering informed and compliant advice.
Zedpath manages the full implementation lifecycle of adviser-approved strategies, ensuring accurate and timely execution of superannuation, investment, and insurance applications.
Zedpath facilitates the monitoring and renewal of personal insurance policies, ensuring policies remain active and appropriately structured.
 
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