Cloudbreak Business Update

10.07.21 Uncategorised By Joe Calcraft
Cloudbreak Business Update

End of Financial Year!

It was a busy last quarter for the Cloudbreak team leading up to the end of financial year. This period always involves finalising strategies and adjusting portfolios. With the team navigating the minutiae of legislation – some of which is changing – it saw plenty of collaboration across our business. At times like these it’s great to be able to draw upon the wealth of experience in the business to better our clients’ outcomes.

Staff Update

In July we will see a new starter come on board – Emma Campbell. Emma will fill the role of client service officer so you will no doubt get to know her quickly. This will be through implementation of strategies, booking appointments or being first point of contact as you walk in the door. Emma brings enormous experience to the team having worked in the superannuation industry for 17 years. Most recently Emma spent the last 6 years as a client service officer for a large superannuation company, responsible for the dealings of hundreds of clients over multiple advisers. She will be a great asset to our business and to you, our clients.

 

Going forward, we wish everyone well and hope to quickly put COVID 19 behind us. However in the meantime please note masks must be worn in the office as well as following sign-in procedures. As always, as an alternative to in-office meetings, we offer online meetings either via Microsoft Teams or Zoom. Fingers crossed its not for too much longer.

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