Strategy Steps strengthens its team and service offering Leading financial services group Strategy Steps has strengthened its ability to provide practical strategy opportunities to financial services professionals with the appointment of highly respected technical expert Natasha Panagis.
Ms. Panagis takes up the position of Technical Specialist and adds further strength to the Strategy Steps specialist technical and investment team.
Assyat David, Director Strategy Steps said “Natasha has been instrumental in developing the new advice tool in Desk Caddie called the “strategy matrix” which is an easy-to-use tool to help advisers develop tailored strategies for clients based on their age profile and/or life event”.
Ms David added “Each matrix will step out an advice process to guide advisers in developing tailored strategies for clients based on a sequence of questions. A customised PDF is generated for each client.”
“Natasha’s appointment would put the group into an even stronger position to cater to the growing needs of its client base, which included small and large dealer groups as well as fund managers. She brings a great depth of skill, knowledge and industry experience to the mix“ said Ms David.
“Strategy Steps is well positioned to provide client and revenue opportunities to financial service businesses which is timely given the changing face of financial planning, lack of in-house expertise within many financial planning groups and the importance now more than ever before of the need for quality advice tools to help advisers meet the challenges of efficiently delivering ‘quality’ advice that satisfies the ‘best interest’ rules” according to David.
Ms Panagis brings more than 11 years’ experience of providing technical and strategy support to financial advisers. During this time, Natasha has trained financial advisers on a broad range of wealth management areas with a focus on the practical implications for their clients. This experience allows advisers to create business opportunities and utilise strategies to enhance their client’s financial wellbeing.
Her most recent role prior to joining the group was as Technical Services Manager at Centric Wealth. Natasha is well qualified with academic qualifications including a Bachelor of Business (Management), a Bachelor of Business (Applied Finance), an Advanced Diploma of Financial Services (Financial Planning). She is also a Certified Financial Planner™ (CFP) and a SMSF Specialist Advisor™ (SSA).
