Natasha Feeney

WORK HISTORY

EDUCATION

SKILLS

ABOUT NATASHA FEENEY

Time is what we want most, but what we use worst\"- William Penn Feeney Paraplanning helps Financial Advisers throughout Australia drive their business growth by providing them the freedom to invest their time doing what they do best. Our focus is on delivering a boutique Paraplanning service that is of the highest standard. Where plans are turned around quickly and, importantly, they are affordable to those advisers who need it the most. With particular experience in the risk insurance advice space, Feeney Paraplanning can provide compliant Statements of Advice on a range of financial strategies to suit you and the unique advice that you are providing to your clients. About Me: I am passionate about helping advisers streamline their business through outsourcing plans. I have been working in the financial services industry for over 10 years. I graduated with a Bachelor of Business majoring in Business Law and International Business in 2006, and went on to complete my Diploma of Financial Planning. Over the years, I have worked with various dealer groups and financial planning companies, and as a result of this experience I have the skills to formulate a strategy and produce a Statement of Advice using XPLAN, Adviser NetGain, Coin and various other softwares. For the last 5 years, my focus has been on running Feeney Paraplanning and I have had the opportunity to work regularly with a panel of amazing advisers in different disciplines of our industry. If you are looking to outsource this function of your business, or are struggling with volume and need a regular release valve for the overflow, please contact me to arrange a discussion. Email: f••••••••@hotmail.com Mobile: 04••••••64