Yearly Archives: 2013

Peter Folk

In my role as Client Services – SMSF, I take care of the day-to-day administration of our clients Self-Managed Super Funds, and will generally be your first point of contact with the office, and you’ll always be greeted with a smile and enthusiasm.

One thing people may not know about me is that I’m an Apple enthusiast, and I’m not talking about the fruit. I’ve used Apple all my life and wouldn’t dream of turning away. I follow the main rumour mills and can generally tell you all there is to know about Apple. I own pretty much every product in their line-up, with the iPad being my latest addition.

Here’s some handy help hand gestures for your iPad:

Using four or five fingers with each you can do the following:

  • Pinch and you’ll go back to the home screen
  • Swipe Up and you’ll unveil the multitasking bar (helpful in completely closing apps)
  • Swipe Left or Right and you’ll be able to switch between apps that are open.

Note: You must have multitasking gestures on, under settings in the general tab.

Peter iphone


BLOG RELAUNCH

We’ve been having a think about the information we provide to you; our clients, associates, colleges and the greater financial planning community and decided on some changes.  We believe that we may be doing a bit of overkill on the technical information with our newsletter, website and blog providing financial planning information.  So, that’s why we’ve decided that we should use our blog to provide you more details on the people that you’re dealing with at JBS.  We want you to have greater trust and communication with us and by providing more on who we are, we want you to feel like you really know your JBS representative.

Brodie

 

 

Brodie PicI am one of the most recent additions to the JBS team and my role is Practice and Compliance Manager, which means that I keep the office running and on the right side of the law. I’ve been in the financial planning industry forever and been giving advice since 2004.  I love knowing things and I love giving this knowledge to others. I also love helping the next generation of financial planners realise their career dreams.

That’s enough of the intro – let’s talk more about me!

One thing that people might not know about me is that I’m mad for a dress- up party!  My 30th was a dress up and I was Willy Wonka from the new movie. I’ve also been Santa, Tina Turner and a Spanish dancer.  In fact I love a dress up so much I’ve won awards.  I won best dressed couple as Beetlejuice  and my husband was He-Man and most recently I won Best Dressed at my cousins 21st costume party as the old guy (Karl Fredrickson) from the cartoon movie Up.  So if you have a dress-up party coming up, I’m there!  I don’t care what it’s for…your mum’s 50th, your father’s retirement party or even your dog’s birthday party.  I already have my next costume picked out!

Dress Up Brodie

 


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