CPC Group was established in March 2006, for nearly 17 years 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 has had extensive experience working with an array of clients within the banking channels, a number of leading industry super funds and various independent financial advisers nationally.
Our wealth of experience has allowed us to mould and adapt to various changing market conditions over our life span.
Over the years CPC Group has created a number of high performance paraplanning teams, with the ability to scale operations according to our clients requirements at any given time. Our paraplanning solution seamlessly integrates into the clients existing operations, allowing clients full flexibility without any fixed costs or overheads.
Our team comprises of 12 Australian based paraplanners, located predominately in Queensland.
Rozetta Naumoski – Managing Director
Rozetta established CPC Group in 2006, boasting nearly 17 years 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.