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Who are the team behind Specialist PMC
We are a team of “Specialist Practice Management Consultants”. Hence our name.
Specialist PMC is a company specialising in providing support and assistance to Dealer Groups and individual Financial Planning practices Australia-wide.
We provide assistance with regards to the automation and customisation of XPLAN software program to suit your personalised advice processes, as well as providing XPLAN site administration for Dealer Groups and providing office administration support.
We pride ourselves on offering not just a generic solution but a specific, tailored solution that suits your Financial Planning Practice.
We will work with your business, side by side, to ensure a smooth customisation roll out that acknowledges the importance of your advice process (at rates much lower than other support providers).
XPLAN Dealer Group and Financial Planner Support
- XPLAN Site Administration
- XPLAN Customisation
- XPLAN Training – onsite and remote training of your staff
- Outsourcing Administration Support
- Dealer Group Support
- Financial Planning Business Support
You can decide how to pay by either ongoing hourly support or full customisation package support.
We welcome you to contact us via email or phone to discuss how we can assist you further.
Alternatively BOOK A PHONE MEETING and we will contact you within 48 hours.