SMSF ADMINISTRATION MANAGER
SMSF SPECIALIST ADVISER
Witi Suma is the SMSF Administration Manager for GFM Wealth Advisory’s Self Managed Superannuation Fund (SMSF) and Private Investment Portfolio division.
She commenced at GFM shortly after graduating from Deakin University in 1996, starting as the firm’s junior administration assistant and typist. With a keen interest to learn more about SMSFs, in 1999 Witi took on the role of manager of the department, handling much of the day to day administration and client contact on her own. Today Witi manages a dedicated team that looks after the establishment and administrative aspects of running our clients’ SMSFs as well as private investment portfolios.
Witi is very committed to providing excellent customer service and enjoys getting to know our clients and assisting them where possible. She conducts regular client meetings, being the primary contact for our SMSF and investment portfolio clients aside from the advisers.
Witi is proud to be part of a privately owned financial planning firm which operates its own Australian Financial Services Licence (AFSL) and has a strong philosophy of independence and direct investing. GFM specialises in Self Managed Superannuation Funds, private portfolios and strategic advice. Today, the majority of GFM’s client base is SMSF clients. The SMSF service offering is a complete “end to end” offering including SMSF set-up, administration, compliance, investment advice and accounting.
In her spare time, Witi enjoys keeping fit, and loves to travel around Australia with her partner Rob. They both have a passion for “muscle cars” and enjoy regular drives in their Mustangs.
Get in touch with Witi Suma