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Jo Casey

Customer Service Manager

Jo is a long-standing Adelaide Hills resident always wearing a smile. A friendly and approachable school teacher by profession who is assisting the business part-time with customer service management.

Jo has excellent communication skills and great attention to detail and truly cares about helping others. Although Jo is a relative newcomer to this industry, she loves the challenges and rewards of the finance broking field. 

As Jo says ”To be able to help the brokers assist people in realising their dreams and achieving their financial goals is truly exciting and very satisfying.”