I’m Kunal – creator of Bespoke Paraplanners.
I hold a Diploma in Financial Planning, Masters in Accounting and CPA degree. Since starting my journey in financial planning over the last decade, I have supported advisers in significantly increasing their FUM and focus on building and maintaining their relations with their clients.
Who are we?
Bespoke Paraplanners was started by Kunal with the aim of offering high quality outsourced paraplanning solutions to financial advisers across the country. He wanted to address the shortage of support for advisers in providing quality, affordable technical outsourcing paraplanning solutions. He has been supporting advisers in several roles since 2010, so he understands the pressures and concerns at each stage of the advice process. Our processes are tailored to make working with us as seamless and stress free as possible, so we are an extension of your team.