Natasha Feeney
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Natasha Feeney Email & Phone Number

Paraplanner and Client Services at Experien Insurance Services
Location: Greater Perth Area, Australia 11 work roles 3 schools
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Current company
Experien Insurance Services
Role
Paraplanner and Client Services
Location
Greater Perth Area, Australia
Company size
32 employees

Who is Natasha Feeney? Overview

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Natasha Feeney is listed as Paraplanner and Client Services at Experien Insurance Services, a with 32 employees, based in Greater Perth Area, Australia. AeroLeads shows a matched LinkedIn profile for Natasha Feeney.

Natasha Feeney previously worked as Paraplanner & Client Services at Experien Insurance Services and Finance & Business Manager at Reality Church. Natasha Feeney holds Bachelor Of Business, Business Law & International Business, Average 80% from Edith Cowan University.

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Experien Insurance Services

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About Natasha Feeney

"Time is what we want most, but what we use worst" - William PennFeeney 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: feeneyparaplanning@hotmail.comMobile: 0401 513 464

Listed skills include Paraplanning, Insurance, Financial Advisory, Strategic Financial Planning, and 6 others.

Current workplace

Natasha Feeney's current company

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Experien Insurance Services
Experien Insurance Services
Paraplanner and Client Services
Perth, WA, AU
Website
experien.com.au
Employees
32
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11 roles

Natasha Feeney work experience

A career timeline built from the work history available for this profile.

Finance & Business Manager

Reality Church

Perth, Western Australia, Australia

Apr 2020 - Mar 2022

Paraplanner

Feeney Paraplanning

Perth

Jan 2013 - Apr 2020

Client Services Officer/Paraplanning

Aspire2Wealth Advisers

West Perth

Period: January 2011 – Current (Maternity Leave)Responsibilities: - Client Liasing- Booking and organising client appointment- Preparing Client files- Client Management- Processing New Business Applications & Follow up- Quoting Risk Insurance- Preparation of Statement of Advice- Supporting One Director/Adviser- Assisting in Reception Duties/Office Management

Jan 2011 - Jul 2012

Technical Services Administrator

United Professionals Australia

Gold Coast, Australia

Responsibilities: - ASIC document processing- Setting up companies/ASIC changes- Annual Statement processing- Client Management- Processing New Business Applications & Follow up- Quoting Risk Insurance- Preparation of Statement of Advice- Professional Support for 2 Advisers- Reviewing Client Documentations- Liasing with Clients, Advisers & Fund Managers- Organising Client Seminars- Ensuring Client files & Documentation is compliant- XPLAN Operation- Easy Brokerage Operation

Aug 2009 - Dec 2010

Office Manager/Paraplanner

Voyager Wealth Management

Supporting 2 Advisers- Client Management- Processing New Business Applications & Follow up- Quoting Risk Insurance- Preparation of Statement of Advice- Professional Support for 2 Advisers- Reviewing Client Documentations- Liasing with Clients, Advisers & Fund Managers- Organising Client Seminars- Ensuring Client files & Documentation is compliant- XPLAN Operation- Easy Brokerage Operation

Feb 2009 - Aug 2009

Practice Manager/Paraplanner

Graham S. Knight & Associates Insurance Brokers & Risk Consultants

Supporting 2 Financial Advisers- Client Management- Processing New Business Applications & Follow up- Quoting Risk Insurance- Preparation of Statement of Advice- Professional Support for 2 Advisers- Reviewing Client Documentations- Liasing with Clients, Advisers & Fund Managers- Organising Client Seminars- Ensuring Client files & Documentation is compliant- Olicc Operation- XPLAN Operation- Easy Brokerage OperationReason I left: My partner was offered a job on the Gold Coast, so wemoved over in February 2009

Jun 2007 - Jan 2009

Office Manager & Business Support Officer

Professional Investment Services

Diary Management/Appointment making- Preparation of Authorised Representative/NewBranch kits.- Arrange and run adviser functions- Office based Adviser support- Manage adviser data- Accounts- Office reportingReason I left: Head hunted by BDM to work for Graham Knight

Jan 2007 - Jun 2007

Service Assistant / Supervisor

Jones Lang Lasalleperth – Whilst At University

Period: Mid 2004 – 2006

Aug 2006 - Jan 2007
Team & coworkers

Colleagues at Experien Insurance Services

Other employees you can reach at experien.com.au. View company contacts for 32 employees →

LL Lloyd Levin Lloyd Levin Colleague at Experien Insurance ServicesGreater Melbourne Area, Australia View → AD Andrew Draven Andrew Draven Colleague at Experien Insurance ServicesSydney, New South Wales, Australia View → BB Brad Berman Brad Berman Colleague at Experien Insurance ServicesGreater Sydney Area, Australia View → KS Karen Segal Karen Segal Colleague at Experien Insurance ServicesGreater Melbourne Area, Australia View → WM Wendy Mare' Wendy Mare' Colleague at Experien Insurance ServicesQueensland, Australia View → JT Justin Tyne Justin Tyne Colleague at Experien Insurance ServicesGreater Brisbane Area, Australia View → KS Karen Segal Karen Segal Colleague at Experien Insurance ServicesSydney, New South Wales, Australia View → BP Blaise Potts Blaise Potts Colleague at Experien Insurance ServicesGreater Brisbane Area, Australia View → CS Craig Shainfeld Craig Shainfeld Colleague at Experien Insurance ServicesDianella, Western Australia, Australia View → CS Christine Singh Christine Singh Colleague at Experien Insurance ServicesGreater Melbourne Area, Australia View →
3 education records

Natasha Feeney education

Diploma Of Financial Planning

Kaplan

Education record

Tee At Kingsway Christian College

TER Score: 91

FAQ

Frequently asked questions about Natasha Feeney

Quick answers generated from the profile data available on this page.

What company does Natasha Feeney work for?

Natasha Feeney works for Experien Insurance Services.

What is Natasha Feeney's role at Experien Insurance Services?

Natasha Feeney is listed as Paraplanner and Client Services at Experien Insurance Services.

Where is Natasha Feeney based?

Natasha Feeney is based in Greater Perth Area, Australia while working with Experien Insurance Services.

What companies has Natasha Feeney worked for?

Natasha Feeney has worked for Experien Insurance Services, Reality Church, Feeney Paraplanning, Aspire2Wealth Advisers, and United Professionals Australia.

Who are Natasha Feeney's colleagues at Experien Insurance Services?

Natasha Feeney's colleagues at Experien Insurance Services include Lloyd Levin, Andrew Draven, Brad Berman, Karen Segal, and Wendy Mare'.

How can I contact Natasha Feeney?

You can use AeroLeads to view verified contact signals for Natasha Feeney at Experien Insurance Services, including work email, phone, and LinkedIn data when available.

What schools did Natasha Feeney attend?

Natasha Feeney holds Bachelor Of Business, Business Law & International Business, Average 80% from Edith Cowan University.

What skills is Natasha Feeney known for?

Natasha Feeney is listed with skills including Paraplanning, Insurance, Financial Advisory, Strategic Financial Planning, Financial Services, Management, Income Protection, and Superannuation.

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