Summary

I have been involved in financial services since before SMSFs existed and have had a wide range of practical experience in accounting, tax advice, financial planning, stock broking, mortgage broking, investment advising and as a dealer principal. I have specialised in SMSF compliance, administration, strategic advice, deed construction and education since 1994. I was one of the earliest members of the FPA, a foundation member of the SMSF Association and hold the association's Fellowship designation. I enjoy helping advisers and direct trustees create a material difference to their SMSF outcomes. I don't take myself too seriously, but I take my responsibilities very seriously indeed. My firm, SMSF Alliance, a boutique SMSF administrator with a successful history and a highly professional and experienced team, provides a best-of-breed service that reflects my extensive experience and your requirements. We deal with both direct trustees and financial planners on a business to business basis. Our service is online, extensive and on time.