CPC Group was established in March 2006, for nearly a decade we have been providing efficient and seamless plan writing services to the financial services industry. We pride ourselves on providing compliant and quality focused services. Our group is broken up into three paraplanning teams, each team services a particular type of client – from institution based financial planners to independent financial advisers (IFAs). Our quality focused approach, means each team is lead by a team leader whom oversees the day to day reviewing, compliance monitoring and training of our paraplanners which allows us to bring you some of the most qualified paraplanners the industry has available.
Below is a preview of some of our key team members :
Rozetta Keatley – Managing Director
Rozetta established CPC Group in 2006, boasting nearly a decade of providing outsourced paraplanning solutions to the industry. Her work also has extended into the fields of compliance, recruitment and administration services over the years. This experience has enabled her to gain invaluable knowledge and understanding of the importance of an efficient back office. Her team provides services to an array of carefully selected clients that are institution based through to independent financial planners. On personal level, Rozetta enjoys being actively involved with her two young daughters residing on the Gold Coast, and prides herself on living an active and healthy lifestyle.
Jason Russell – Paraplanning Team Leader
Jason joined the CPC team in 2013, he brings over 10 years of paraplanning, financial planning and office management experience to the team. Jason is responsible for the day-to-day management of our institution clientele. Overseeing a team of eight paraplanners, his team strives to produce a large volume of plans with an emphasis on quality delivery. In his spare time, Jason is a devoted father (and husband) to two young children and emphasizes on a work/life/family balance in Adelade, South Australia.
Michelle Southern – Business Development Consultant
Michelle is responsible for the engagement of new clients within CPC Group. Her experience extends from financial planning to business development within mortgage broking over the past 15 years. Michelle is a devoted wife and mother to one son, and enjoys the beach and leading an active healthy lifestyle on the Gold Coast.
Should you wish to obtain further information regarding our services, feel free to contact Michelle today to discuss further. Click Here
Amber Hudson – Team Leader / Senior Paraplanner
Amber Hudson has been in financial services for the past 15 years, specialising in outsource paraplanning for the last 5 years. With a previous background in advertising copywriting and editing, Amber delivers advice documents that are both compliant and readable, which clearly communicate the Advisers strategies and provide direction for the client on their path to wealth creation. Amber also coordinates and proofs the writing of bulk contract plans with a specialised team, to ensure plans are delivered with a consistently high standard and within deadline.
On a personal level, Amber and her husband enjoy being actively involved in the education of their two children, with busy weekends spent covering their soccer games, tennis and ballet lessons. They love the great outdoors and manage a small acreage property, on which they grow, cook and eat their produce, living an active and healthy life.
Sharon Forster – Paraplanner
Sharon has worked with CPC Group since 2009. Sharon brings a total of 15 years experience in the financial services industry and previously worked in accounting in Adelaide. Being DFP and degree qualified, Sharon’s technical skills are highly proficient in a range of advice areas, with impeccable organizational and plan writing skills. Sharon leads a busy life with her husband and three young children all under the age of 5 and resides on the Gold Coast, living an active life and cycling enthusiast.
Robyn Job – Paraplanner
Robyn is based on the Gold Coast and has made her career in the Financial Planning and Banking environment. Robyn has completed both the Diploma of Financial Services (Financial Planning) and the Diploma of Financial Services (Finance Mortgage and Broking Management). She has been a Paraplanner for a number of years and enjoys the variation and challenges it presents. She also enjoys the satisfaction of assisting clients find suitable strategies to meet their goals and objectives. Robyn heads out on her paddle board as much as possible when weather permits. She calls this ‘her time out’. She spends as much time as possible with her large and ever growing family.
Aliesha – Paraplanner
Aliesha has been working in the finance industry for over 12 years and has over 10 years paraplanning experience. Since 2008 she worked with CPC Group. Her experience in preparing SoA’s involving a number of strategies such as superannuation, transition to retirement, Centrelink strategies, wealth accumulation, risk management, gearing, retirement planning.
Having previously worked with a number of dealer groups: First State Super, MLC, PIS, St George Bank, Matrix, ING, Fortnum, RIAdvice, M3, AON, AMP to name a few.
Prior to paraplanning Aliesha worked as Life Risk Claims Assessor and prior to that a Life Risk Underwriting Assistant.
Kristy Longhurst – Paraplanner
Kristy has worked in the financial services industry for over 10 years including time at Zurich Financial Services, Colonial First State and boutique financial planning practices in Melbourne and Brisbane. Kristy is experienced in all aspects of the end-to-end Financial Planning process including being an experienced Paraplanner with Diploma qualifications, being proficient in a range of software packages. Kristy’s dedication to paraplanning is evident through her impeccable writing and focus on compliance. Kristy resides in Brisbane and enjoys quality time with her two young children and husband.