BACK OFFICE VIPS

 

Supporting the Advisers and rest of the team at CPB are our 'back of house' group consisting of Vanessa Willis, Anna Reiter and Roger Atkins.

 

Vanessa joined CPB in2016 as a paraplanner and has responsibility for preparing financial reports for clients, ensuring that these comply with current and ongoing changes to regulations. Vanessa holds a Bachelor of Business & Economics (Flinders University).

vanessa@cpb.com.au

 

Anna Reiter came to CPB in 2008 to provide administrative and technical Centrelink support to clients and planners. During her time with us Anna's role and responsibilities have expanded to include report writing and compliance monitoring. Anna was previously employed with Centrelink for 10 years before leaving to have her family. Anna has completed the Diploma of Financial Services (DFS)

anna@cpb.com.au

 

Practice Management

Roger is the Practice Manager at CPB and has responsibilities for the overall day to day operation and administration of CPB. Roger has been in the financial services industry since 1987, holds the Diploma of Financial Planning(DipFP) through Deakin University and has a broad experience in sales management, administration and client service.

roger@cpb.com.au