Summary

Experienced SMSF professional with over 5 years in the industry, having worked with leading companies like Class Pty Limited and SuperConcepts (AMP). Proven leader with a track record of managing teams, driving project success through strong communication and strategic planning. Successfully completed SMSF Specialist Advisor (SSA) accreditation and holds a Masters in Applied Finance. Skilled in Class, NowInfinity, Accurium, and Microsoft tools. Excellent communication and client service skills, with a focus on SMSF compliance, administration, and advisory services.