02 9925 0522 mail@csp.com.au

A belated Happy New Year to you all and a somewhat early “Happy Easter”!

photo+(3).JPGYou will no doubt have noticed a lack of communication from CSP since Christmas and I wanted to take a moment to explain why and update you all on a few fantastic developments in the office.

Changes to the CSP team

Many of you will have met Lisa Gregory, my Practice Manager. Lisa was the person who ensured services were rolled out according to schedule, delivered communications to clients and generally kept the place running like clockwork.

After 8 years of working together, Lisa has left CSP on very amicable terms. We had planned for this to occur in February, however within a week of putting out some very gentle feelers into the market, she was made an offer she could not refuse. This resulted in her leaving CSP a little earlier than planned in early January.

I would like to take this moment to sincerely wish Lisa all the best with her future endeavours and thank her for all her efforts in turning CSP into the business it is today.

It has taken a little while however it is our pleasure to welcome on board Belinda Dalton as our new Practice Manager. Belinda is just getting her feet under the table but you can expect Smart Money, Newsletters and general communication to recommence shortly as well as CSP’s usual service standards.

In addition to this change, Nick Bargholz has left the group and we welcome on board Sonal Kabra who has taken over Nick’s clients as a Client Service Manager (CSM). Sonal is an experienced  CSM and I am sure you will enjoy the benefits of her sunny disposition, commitment to getting good client outcomes and wealth of experience.

I would also like to take this opportunity to sincerely thank Fritzi, Hayden and Ed who have been going above and beyond to manage our work flow as best we can.

If we have been a little slower than usual in our response times and turnaround times over the last few months, this is the reason.

From here on, normal CSP service levels will resume and we look forward to talking with you all about legislative changes and investment markets and ensuring we are capturing all the benefits we can for you.

New office


In more very exciting news, our lease at 54 Miller Street expires at the end of April and we have exchanged contracts on a new office suite back in our old building at 83 Mount Street. We are very much looking forward to welcoming you all to our brand new offices in May!

CSP Finance coming soon!

Finally, we will have some fantastic news to share shortly with the launch of CSP Finance, our finance and mortgage broking solution – standby for more information.