Calin Clifford

Client Services Officer

Client Services Officer

About

Calin has nearly two decades of experience as a well-respected hospitality professional. Cal now brings his exceptional customer service and premier personal engagement skills to the world of Finance. With a young family Calin understands the importance of preparing for the future, and recognises the financial planning industry is the perfect channel to educate and encourage others to do the same.

Qualifications

Calin has plenty of years of experience working in the financial services industry along with his Diploma of Financial Planning and his excellent customer service ability he is well suited to his role as Client Services Officer.

Role

Calin’s role encompasses meeting and greeting clients, answering client queries and collecting the required preliminary data that forms the foundation of our financial recommendations. Calin also conducts our client Medical Questionnaires for Insurance applications, as well as implementing the strategies that are presented in our clients’ Statement of Advice.

Outside of Work

Looking after his young family takes up most of Calins time however he has recently taken up cycling so tries to get on the bike most weekends.