DFS (FP)
Renee has been involved in the Financial Services Industry since 2001 and has been working
at CB Financial since 2006.
Renee’s main role involves liaising with clients regarding implementation of their financial
strategies, providing excellence in client care and as the first point of contact for CB
Financial’s extensive portfolio of corporate superannuation clients.
Having completed her Diploma of Financial Services, together with her broad experience
supporting the financial services industry, Renee provides quality service to her clients.
