Summary

I have been employed in the Financial Services industry for my whole working career, through the banking industry, financial consulting and SMSF Administration areas. I was an Authorised Representative with IOOF in the late 1980s, a Financial Consultant with Westpac Financial Services in the 1990s and then in SMSF Administration from the early 2000s, where I have been responsible, firstly as a Department Head of a large accounting firm with over 400 funds. My current role as SMSF Manager entails all aspects of SMSF administration where I am solely responsible for the full Administration service for 100 funds. I have been a SMSFA (formerly SPAA) Specialist Advisor since 2011 and am a current Authorised Representative of SMSF Advisers Network since 30th June 2015.