Allison Hays Email and Phone Number
Allison Hays personal email
- Valid
Financial planners often juggle far too many balls at once: increased legislative framework and compliance, client liaison, sales, business development, marketing, research and administration – the list goes on.As a former financial planner, now the Director of Paperwork Magic – with a passion for working smarter not harder – I help licensees, financial planners, and financial service providers to boost their productivity and get ahead of the game. Drawing upon 20+ years of business administration, finance, and project management I bridge the gap with research, planning, advice, and administration outsourcing (locally within Australia) to boost your productivity.HOW WE HELP:► Statements of Advice (SOAs), Fee disclosures (FDS and Opt-In) – Paraplanning & Governance► Finding lost clients; Client record management► Business consulting – Operations► Speaking – Invite me to speak on productivity hacks to help your businessWe provide back-end systems and administration that free up your time to develop new business, spend quality time with clients, and earn bonuses! “The expertise & support from everyone has been second to none ….. and it has Their speed and efficiency is excellent & they genuinely care about our business and achieving the best possible outcome for us. They have become an integral part of our business planning and team and we look forward to continue to build our business with them.” ~ Gavin DeSylva, Director & Financial Planner, Pathway EnterprisesMy team is located Australia wide. We are experts in our roles. We are also champions of a diverse and flexible workforce.Want to work with us? Call: 0422 452 337Email: solutions@paperworkmagic.com.aupaperworkmagic.com.au
Paperwork Magic Pty Ltd
View- Website:
- paperworkmagic.com.au
- Employees:
- 4
-
Paperwork Magic Pty LtdBrisbane, Qld, Au
-
Managing DirectorPaperwork Magic Pty Ltd Apr 2013 - PresentBrisbane, Qld, AuMy deepest desire is to help financial planners and accountants stay in front of clients. I have been an Adviser and know the problems that increased record-keeping and compliance make to client-facing time. Our services include paraplanning, compliance and administration solutions and support. Look no further for senior paraplanners, we employ the best, all with 10+ years of experience and some of them have achieved a CFP. Whether your needs are large or small, let us assist you, firstly by listening to your needs and then designing the right solution for you. My experience includes building teams to meet weekly corporate paraplanning needs. Our solution has been tried, tested and proved to work, it is repeatable and scalable, we partner with you to achieve great outcomes. We have cleaned up thousands of client records, doing it the old-fashioned way, investigating records and policies, matching up multiple entries and confirming the numbers. We have experienced template writers, they will create either individual pages or a complete document, ready to be chunked and coded. We handle outsource and overflow tasks with ease, so you can focus on your bottom line. Give my people the tasks that are sitting in your too hard basket. Let’s have a confidential chat today about how we can help you with what we do, to free up your precious time to pursue your dreams.
-
Managing DirectorFlametree Consulting Services Dec 2012 - Apr 2016Designing and delivering seminars and training programs related to financial products, services and information with 15 years experience in the field. My seminars are designed to capture the attention and interest of the audience and delivered to prompt the listener to take action. My training programs are interactive and work across different learning styles. FlameTree consulting services was launched to work with professionals in financial services who want to engage more fully with their clients.We can assist with design and development of marketing material and demographic analysis.Some current activities include; Training and Education - writing a package in consultation with key stakeholders to create a useful reference for delivery to over 1000 businesses across QLD.
-
Member Relationship ManagerRest Industry Super Jul 2011 - Nov 2012Sydney, Nsw, AuImplemented TAP and TTR strategies to retain clients by proactively approaching them and simplifying the process for a great client experience.Delivered successful seminars with an average uptake of 25-30% of attendees booking an appointment. -
Senior Client Services ManagerRest Industry Super Jan 2002 - Jul 2011Sydney, Nsw, Au*I introduced and converted Super Retail Group to use our corporate fund for their managers*Invited to work with the Marketing team, we designed a campaign to increase contributions which included flyers, mailouts, seminars and posters.
-
Insurance ConsultantSuncorp Apr 1994 - Feb 2000Brisbane, Brisbane, AuAchieved an Open Proper Authority to give unlimited advice Chosen by Roberts, Leu and North solicitors to be their in-house insurance partnerSales and servicing of life, commercial, personal and business insurance.
Allison Hays Skills
Allison Hays Education Details
-
Boston UniversityEnglish
Frequently Asked Questions about Allison Hays
What company does Allison Hays work for?
Allison Hays works for Paperwork Magic Pty Ltd
What is Allison Hays's role at the current company?
Allison Hays's current role is Director at Paperwork Magic | Paraplanning Solutions for Financial Planners & Dealer Groups.
What is Allison Hays's email address?
Allison Hays's email address is aa****@****ail.com
What schools did Allison Hays attend?
Allison Hays attended Boston University.
What are some of Allison Hays's interests?
Allison Hays has interest in Children, Economic Empowerment, Education, Poverty Alleviation, Arts And Culture.
What skills is Allison Hays known for?
Allison Hays has skills like Financial Services, Insurance, Leadership, Relationship Management, Business Process Improvement, Investments, Risk Management, Strategic Planning, Strategy, New Business Development, Public Speaking.
Who are Allison Hays's colleagues?
Allison Hays's colleagues are Linda Mai, Kristy Clifton.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial