Client Services Manager
Cam joined VBP in April 2018 as an FPA to Newcastle Financial Planning Group. Because of her hardwork and being results driven, she was promoted as the dedicated Team Leader of the same client, handling a total of 6 FPAs.
Her tasks are implementing clients’ Statement and Record of Advice, as well as provide unparalleled support to the Advisers and their clients to ensure that every client has a positive impression of the practice. Apart from that, she also does regular one-on-one sessions and coaching, provides feedback and makes sure that her team feels supported not just by the VBP Management and also by their AU-based Team.