Jo Creed

Client Services Team Leader
and Operations Manager

Meet Jo Creed

WHAT'S YOUR BACKGROUND?
Born in bred in Ashburton before starting my career at the BNZ. I then went on my OE and upon returning settled in Christchurch. I started work with PGG Trust then latterly Perpetual Trust and had various roles before starting at Cambridge Partners in 2013.

WHAT DO YOU ENJOY MOST ABOUT YOUR ROLE?
My role can be very challenging, there is a lot of variety – no two days are the same! I enjoy helping and supporting the Administration Team and in turn supporting the Advisers to deliver excellent service to our clients.

WHAT QUALITIES MAKE YOU WELL SUITED TO THIS POSITION?
I am hard working and highly ethical, always displaying integrity, loyalty and complete reliability. I have strong communication and relationship building skills. I am approachable and supportive, fair and caring, and have great organisational skills.

WHAT DO YOU LOVE MOST ABOUT BEING PART OF CAMBRIDGE PARTNERS?
He Tangata, He Tangata, He Tangata – it is the people, it is the people, it is the people. We are so very lucky to have a wonderful team of people who are all hard working, committed and passionate, and who care about our clients.
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WHAT DO YOU ENJOY DOING OUTSIDE OF WORK HOURS?
I enjoy spending time with my husband and our young children and wider family. I love following all sport but particularly enjoy watching my children play. I like to keep fit by running, walking and going to the gym.



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