Summary

With over a decade of experience in the industry across different divisions of the banking sector, superannuation funds, and medium and small firms, I’m a Certified Practising Accountant (CPA) and Certified Planner (CFP) who helps individuals take control of their superannuation through Self-Managed Super Funds (SMSFs). With years of experience in SMSF setup and management, I provide practical, tailored advice to help you grow your retirement savings, stay compliant, and achieve your financial goals. I make SMSFs simple and accessible, guiding you every step of the way so you can make confident, informed decisions about your retirement. I speak English and Mandarin.