FP Assist was founded by Robyn Arnold, a qualified Financial Adviser with over two decades of experience in the financial services industry. Robyn began her career in 1999 in Industry Super, rising through the ranks to become a National Account Manager before transitioning into holistic financial advice in 2015. A specialist in Aged Care advice and the founder of Kreate Wealth, Robyn has a deep understanding of client needs and the operational challenges faced by advice businesses.
After experiencing first-hand the delays and inefficiencies in outsourced Paraplanning, Robyn helped establish FP Assist to deliver a better solution. Over the past year, she has developed a streamlined, process-driven framework that delivers compliant, high-quality advice documents within an 8-day timeframe. Under her leadership, our highly qualified and experienced team provides tailored support in Paraplanning, Compliance, HR, and Process Development, adding real value to advice businesses across Australia. With a strong focus on Licensee Standards and a client-centric mindset, FP Assist acts as a seamless extension of your team, dedicated to helping you deliver exceptional advice, efficiently and confidently.