Nischal Khatri
Your advisers close clients. I handle the paperwork.
ASIC-ready, every time.
Trusted by
Portfolio Growth Model
12-month projection analysis
+18.4%
YTD Return
Moderate
Risk Level
$850K+
AUM
0k+
SOAs & ROAs
Prepared and delivered
0+
Years Active
Since November 2022
0
Firms Served
Across Australia
0%
Compliance Rate
Zero ASIC failures
Zero ASIC non-compliances across all SOAs and ROAs prepared since November 2022.
Your advisers should be advising — not writing Statements of Advice.
Outsourced paraplanning for Australian financial planning firms. 1–2 day Statement of Advice turnaround. Paraplanning that works in your existing workflow – not around it.
- SoA and RoA preparation – your templates, your style
- Product research using Lonsec, Morningstar, and your preferred platforms
- Cashflow modelling, retirement projections, and scenario analysis
ASIC-Experienced Paraplanner
Nepal-based · AEST Hours
What's Included
Comprehensive. Compliant. Customised.
SoA & RoA Preparation
Strategy documentation, product research, and client-ready advice documents – your templates, your style.
Research & Analysis
Super, insurance, and investment product research structured for adviser review – not rewriting.
Cashflow & Financial Modelling
Retirement projections, cashflow modelling, and scenario analysis – built to your advice methodology and client presentation standards.
Still Not Sure?
The three questions every firm asks.
Direct answers. No spin.
Objection 01
“Will the quality actually be good enough?”
Every engagement starts with a consulting phase – I design the workflow before a single task is delegated. Domain-specific financial services training, not generic offshore staff. 100% compliance record across all documents delivered.
100% compliance record across all SOAs and ROAs delivered.
Objection 02
“Is my client data actually safe?”
MFA-protected access and SharePoint security – the same standard used by global financial institutions. Independently audited. Full security documentation provided to your compliance team on request.
MFA + SharePoint security. Independently audited.
Objection 03
“Will I lose control of my operations?”
The opposite. I document and systemise workflows that were previously informal – you gain more visibility, not less. Your team works inside your systems, your processes, your SLA framework.
You own your strategy and client relationships – I own delivery.
Free your advisers from SoA preparation. Let them actually advise.
30-minute discovery call. I'll assess your workflow and show you exactly how it works.
Precision. Compliance. Expertise.
A dedicated paraplanning professional helping Australian advisers deliver exceptional client outcomes.
Nischal Khatri
Paraplanner & Financial Analyst
BBS graduate with specialised training in accounting, taxation and financial services. Pursuing RG 146/Diploma in Financial Planning. Committed to compliant, client-focused paraplanning support.
Core Services
Paraplanner with 3+ years serving Australian advisory firms. Pursuing RG 146/Diploma in Financial Planning, ASIC-experienced, and operating on AEST business hours from Nepal.
10k+
SOAs/ROAs Prepared
3+
Years Paraplanning
100%
Compliance Record
7
Firms Served
Why Advisers Choose Me
Seven concrete reasons Australian advisory practices trust me with their most important client documents.
Every Document Quality-Reviewed
- Strict procedures ensure the highest industry standards
- All documents reviewed before leaving my desk
- Zero audit failures across all work delivered
Requests Managed via Secure Portal
- Submit requests and monitor progress with ease
- Always available on the phone or message
- Communication stays clear and centralised
Data Protection Prioritised
- MFA-protected access at all times
- SharePoint security for all client data
- Additional security measures as standard
No Minimum Request Requirements
- Pay only for the paraplanning services you need
- No lock-in contracts or volume minimums
- Flexible engagement entirely on your terms
Proven Compliance Expertise
- Zero documents failed at audit
- Consistently attain top compliance rankings
- Deep, current knowledge of ASIC requirements
Dedicated Paraplanner Assigned to You
- Assigned specifically based on your needs, niche, and location
- Backup support ensures your work is never delayed
- Deep understanding of your practice style over time
Nepal-Based, AEST-Aligned
- Deep knowledge of Australian rules and regulations
- Operates on Australian business hours, Monday to Friday
- React fast, communicate easily, deliver on time
Ready Advice & Peak Pinnacle Financial trusted me with their paraplanning.
References available upon request from both firms.
Comprehensive paraplanning tailored to you.
Paraplanning solutions designed around your practice – flexible, compliant, and built to scale.
Pricing
Transparent. Flexible. All-Inclusive.
Transparent Pricing
No surprisesGet upfront pricing for single or complex paraplanning services. No hidden fees.
Flexible Turnaround
On-time deliveryChoose between regular to urgent service options to match your deadlines.
All-Inclusive Service
Quality assuredEvery SOA & ROA includes QA review, compliance checks, and on-time delivery.
Three ways I support you.
Flexible paraplanning services designed to match your practice's needs – from research through to implementation.
Preparation
Perhaps your in-house team lacks the specialist knowledge, time, or capacity for in-depth research and modelling. I step in to prioritise compliance and fast-track the advice creation process.
This includes
- Case-by-case discussion with you to ensure recommendations meet licensee requirements and the client's best interest
- Product research (recommended product + discounted alternatives, cost & features comparison)
- Pre-SoA modelling (recommended strategy + alternative strategies)
- Best Interest Duty (BID) working paper writing
Creation
Need advice documentation? I cover everything from the simplest to the most complex multi-strategy SoA. I work with Xplan, Plutosoft, Midwinter, AdviserLogic and offer a rush service for tight deadlines.
This includes
- Document production (SoA, RoA, Strategy Paper, Modelling Paper)
- Customised or licensee-compliant templates
- Internal compliance key checks
- Direct communication with the adviser for accuracy and compliance
- SoA PowerPoint design (client-friendly slides)
Implementation
I handle the full back-office implementation when your admin team is overloaded. Note: This is an add-on service – it must be combined with Service #1 or #2.
This includes
- Preparing and lodging application forms
- Following up until implementation is complete
From Brief to Delivery
A simple, reliable process that fits into your existing practice workflow without disruption.
01
Brief
Share the client situation, strategy goals, and any existing documentation.
~30 min02
Draft
Full SOA/ROA prepared with financial modelling, insurance analysis, and compliance checks.
24-48 hrs03
Review
Feedback addressed promptly. Revisions completed within the same business day.
Same day04
Deliver
Compliance-ready document, fully formatted and ready to present to your client.
CompleteEvery document is compliance-ready on first delivery.
No back-and-forth. No delays. Just clean, adviser-ready work.
Technical Depth. Broad Tools.
A comprehensive skill set built for the Australian financial planning landscape: compliance documentation, complex modelling, and everything in between.
Core Competencies
Tools & Software
Professional Strengths
Career Timeline
A progressive track record in financial services, operations management, and accounting. Building depth in paraplanning since 2022.
Paraplanner
Contract Paraplanner
Ready Advice Pty Ltd & Peak Pinnacle Financial Pty Ltd
- Prepare and review compliant SOAs, ROAs, annual reviews, and investment proposals adhering to ASIC and licensee standards
- Conduct thorough superannuation fund comparisons using Irate, Morningstar and Chant West research tools
- Perform detailed insurance needs analysis and product comparison across multiple providers
- Build comprehensive financial models including retirement projections, cashflow analysis and scenario planning
- Establish and maintain client data on CRM systems (DASH, Intelliflo, Xplan, PlatformPlus AMS)
- Conduct investment research, asset allocation analysis and portfolio construction support
- Prepare and lodge OFA/FDS/Fee consent applications ensuring full regulatory compliance
- Collaborate with advisers and support teams to streamline workflow and improve documentation efficiency
Operations Head
Yellow Pomelo The Restro
Jhamsikhel, Lalitpur
- Reduced operational waste by 15% through systematic cost control measures and process optimisation
- Created and maintained detailed revenue and expense reports (weekly, monthly, annual), improving financial transparency
- Trained staff on service best practices, resulting in a 25% increase in customer satisfaction scores
- Managed inventory, supervised shifts, and ensured strict adherence to health and sanitation regulations
- Boosted social media engagement by 30% through targeted content creation and community management
Account & Administrative Officer
Nine Pharma
Subidhanagar, Kathmandu
- Managed accounting records with meticulous accuracy, ensuring reliable transaction documentation and financial reporting
- Reduced outstanding payments by 20% through proactive debt follow-up and payment processing
- Handled petty cash management, payment processing, and day-to-day bookkeeping
- Analysed budgets and expenditures, prepared vouchers, and enhanced overall financial tracking
- Provided comprehensive administrative support including correspondence, reports, and office communication
Featured Work
Anonymised case studies demonstrating real-world financial modelling, portfolio construction, and compliance work. This is the analysis I deliver daily.
Trusted by Australian Advisers.
Feedback from the advisory practices I have served across Australia.
“Nischal delivered consistent, high-quality SOAs that met all our ASIC compliance standards. His turnaround was reliable and his communication clear throughout every engagement.”
Ready Advice Pty Ltd
Financial Advisory Practice · Australia
“Working with Nischal has streamlined our paraplanning workflow significantly. His attention to detail and deep understanding of Australian compliance requirements is excellent.”
Peak Pinnacle Financial Pty Ltd
Financial Advisory Practice · Australia
“An extremely capable paraplanner who understands the nuances of Australian financial planning. Nischal's work is thorough, compliant, and always delivered on time.”
Australian Advisory Practice
Financial Planning Firm · Australia
Frequently Asked Questions.
Everything you need to know before getting started.
Academic Foundation
A strong academic background in business studies, complemented by professional certifications in accounting, taxation and Australian financial regulation.
Academic Qualifications
Bachelor of Business Studies (BBS)
Patan Multiple Campus, Tribhuvan University
Comprehensive business studies covering accounting, finance, economics, management and marketing. Strong foundation in financial analysis and business strategy.
+2 Higher Secondary Examination
Lok Smriti Higher Secondary School
Higher Secondary Education with focus on commerce and business studies, building core analytical and quantitative skills.
Secondary Education Examination (SEE)
Lok Smriti Higher Secondary School
Foundational secondary education establishing strong academic grounding in mathematics, science and business fundamentals.
Certifications & Training
Accounting & Taxation Training
Institute of Accounting Training Nepal (IATN)
RG 146 Compliance
Australian Financial Services
Continuous Professional Development
Committed to maintaining current knowledge of Australian financial planning legislation, regulatory changes, ASIC guidance, and industry best practices. Regularly completing CPD activities to stay current with Tier 1 requirements.
Your advisers should be closing clients,
not writing documents.
Let me handle the paraplanning. Contract or ongoing.
Let's Work Together
Looking for a detail-oriented paraplanner for your Australian advisory practice? I'd love to hear about your requirements.
Send a Message
Phone / WhatsApp
(+977) 9806780159Location
Gwarko, Lalitpur, Nepal
Remote Availability
AEST / AEDT compatible
References available upon request from Ready Advice Pty Ltd, Peak Pinnacle Financial Pty Ltd, and IATN Nepal.