claude for australian financial planners
Draft the paperwork around advice and credit — meeting prep, file notes, SOA/ROA/CAR and BID scaffolds, compliance checklists — in minutes. Every output is for a licensed human to review, edit, and sign.
Draft for licensed human review
File note — meeting 4 Sep
- Matter
- PARC-104
- Purpose
- Annual review · super
- Client statements
- Wants lower fees and simpler paperwork. Asked which super fund is best.
- Information provided
- No product named. Fact-find to be completed before any recommendation.
Paste this into your agent
/plugin marketplace add carinyadigital/financial-planners /plugin install advice-core@claude-for-financial-planners
Run in Claude Code or Claude Cowork, then restart and run /advice-core:practice-setup. Pick user scope when asked.
Draft for licensed human review
Source tags on the record
- Client statements
- Wants lower fees and simpler paperwork. [sourced: transcript 04:12]
- Fees discussed
- Current platform fee 0.72% p.a. [sourced: APL extract 2026-08]
- Advice-shaped moment
- Client asked for a recommendation — not given. [review]
The trust spine
every output is a draft, never a decision
Source tags on product facts, rates, and fees. Incomplete-information warnings called out at the top. An explicit gate before anything is sent, lodged, or filed. You remain the authorising signatory.
four plugins, one practice
Install the plugin that matches your role. Advice Core writes the shared practice profile every other plugin reuses.
advice-core
Setup, meeting prep, file notes, CRM hygiene, client letters, marketing review
/advice-core:practice-setup
financial-adviser
Fact-find, SOA/ROA/CAR drafts, review packs, APL research, DDO/TMD
/financial-adviser:practice-setup
mortgage-broker
Needs analysis, policy research, serviceability comparison, BID rationale, trail book
/mortgage-broker:practice-setup
compliance
File review, complaints, breach triage, REP 798 AI governance, audit export
/compliance:practice-setup
Nothing here provides personal advice or credit assistance, or certifies Best Interests Duty, responsible lending, or TMD fit.
Draft for licensed human review
Generated file note
- Consent
- Recording consented · 22-minute transcript
- Incomplete information
- Fact-find not complete. No product comparison in this note.
- Audit log
- inputs: transcript · skill: file-note · approver: TBD
Worked example
file note from a consented transcript
You have a consented meeting transcript and the licensee’s file-note headings. Run /advice-core:file-note. You get a structured note that separates what the client said from what you said, flags advice-shaped moments you did not complete, and leaves an audit log with approver TBD.
install advice-core and see your first draft
Two minutes with --quick setup, ten to twenty for the full profile.
pricing
Open source
$0
The full plugin marketplace, self-hosted. Install it yourself in Claude Code or Cowork, run setup, and keep your data on your own machine.
Pro
TBD
Managed setup, licensee-wide rollout, priority updates as regulation changes, and support from Carinya Digital. Pricing to be announced.