Summary

Carl is a Self-Managed Super Fund (SMSF) Manager with a strong foundation in financial planning and a commitment to future planning for his clients. Holding key qualifications, including a CPA certification and a Graduate Diploma in Financial Planning, Carl’s expertise as an SMSF Specialist Advisor are unparalleled. Working at Perks, one of the largest, privately owned mid-tier accounting and wealth advisory firms in Australia, he serves as the primary contact for all SMSF-related inquiries for his clients. Carl’s dedication to providing comprehensive SMSF solutions and in-depth knowledge of regulations and compliance ensures that clients receive the highest level of service and support.