Client Service Manager
I have been working at CSP since 2003, and believe that I have established some wonderful long standing relationships with many CSP clients. Having been a part of the business for so long, I have developed a great appreciation for the value of the advice that we have provided to our loyal clients. We are always focused on the needs of the client first and foremost and I think that is the hallmark of a truly professional financial planning firm.
My Education and Experience
I have over 15 years of experience in the financial services industry, 13 years of this being with CSP (formally known as Patrick Chick and Associates).
In 2006, I obtained my Advanced Diploma of Financial Planning. Having this education behind me helps me understand client investment strategies so that I can accurately and efficiently implement and manage these portfolios. I have years of experience managing the insurance claim process for many CSP clients, and this has reinforced for me the importance of financial advice in this process. At claim time, you have enough to worry about, without having to deal with insurance companies unassisted.
When I am not in the office I…
Love to travel and enjoy good food at fabulous restaurants with my friends and family. My next big trip is to the Rockies, in Canada later in the year. I dabble in the odd round of golf, but remain a true amateur. I also love the arts and I like to think of myself as a ‘culture vulture’!
Phone: (02) 9925 0522 Email: firstname.lastname@example.org