Summary

As an SMSF Specialist Advisor I assist clients in the following areas when it comes to Self Managed Superannuation: • Establishment of the Fund • Formulation of investment strategies • Management of compliance related matters • Advise trustees on strategic options for their Fund • Provide ongoing investment advice • Ongoing education to Trustees about their roles & responsibilities I am also a qualified Finance Broker and are in the process of completing the Certified Financial Planner (CFP) designation.