Please note that all of the Madison Advice templates on CoMetrix and also in Xplan and Coin have been updated for the following:
- New Sydney office address
- New FSG Version 27
- Removal of association with Wealthdirect
Paraplanning Request Form
An updated Paraplanning Request Form has also been loaded in the Cometrix document library at My Menus > Document Library > Professional Standards > Advice Documents > Paraplanning Service > Paraplanning Request Form. For those who use the service, please start using this form for your next request.
Please note that we now have a new email address. Please direct all paraplanning requests to firstname.lastname@example.org .