Summary

I am a Certified Financial Planner® and SMSF Specialist Adviser® at Dorset Wealth Management, working with trustees who value a structured, technically robust and carefully governed approach to managing their Self Managed Superannuation Funds. My work spans SMSF establishment, investment structuring, pension commencement, contribution strategies, transfer balance cap management and ongoing regulatory compliance. I regularly advise on property acquisitions within superannuation, re contribution strategies, contribution reserving and tax effective retirement income frameworks, ensuring strategies remain aligned with legislation and the broader financial objectives of the client. I work closely with accountants and legal advisers to ensure each SMSF structure is commercially appropriate, compliant and sustainable over the long term. My advice is grounded in technical precision, governance discipline and regular review, recognising that SMSFs require both strategic oversight and careful administration. I hold a Master of Financial Planning, the Certified Financial Planner® designation and the SMSF Specialist Adviser® (SSA®) designation. My focus is on delivering clear, coherent and compliant strategies that provide trustees with confidence, accountability and long term financial clarity.