CPC Group was established in March 2006, for 12 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 is broken up into three paraplanning teams, each team services a particular type of client – servicing a range of financial planners, 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 12 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.
Jason Russell – Senior Paraplanner
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.
Amber Hudson – 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.
Aliesha Bell – Senior 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.