Natalie Stein

PARAPLANNER

Natalie is skilled in applying her technical experience and knowledge when collaborating with Financial Advisers in developing optimal strategies, as well as enhancing client positions.

Natalie develops and constructs comprehensive, quality and compliant advice documents for Advisers that are tailored, researched and technically accurate, and valuable to our clients. She has a passion for developing strategies in investments, superannuation, insurance and retirement strategies and takes into consideration how these interact with government benefits such as age pension, disability support pensions, carer payments and allowances, and health care cards. Natalie has an in depth understanding of Risk Insurance covers such as Life, TPD, Trauma and Income Protection policies.

Natalie is finalising her Diploma of Financial Planning and will go on to study a Graduate Diploma of Financial Planning.