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Financial Planning

Advice licensee uses tech to bypass paraplanning

State Super Financial Services (SSFS) has partnered with a technology provider to add efficiency to the advice process and bypass paraplanning completely.

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Read more: SSFS,  Midwinter,  State Super Financial Services,  STC,  Financial Planning,  Michael Monaghan,  Advice licensee,  FUM,  Julian Plummer,  Midwinter Financial Services,  SAS Trustee Corporation