Accountants Services Director

• May 2015 - Present

Superannuation/SMSF Representative - Financial Services Advisory Faculty

• 2008 - Present

Working with the IPA on policy in the areas of superannuation, financial planning and other areas of accounting and finance and providing opinions on contemporary and emerging issues.

NSW Divisional Council Member

• Sep 2009 - Jul 2011

Elected by the NSW membership of the Institute of Public Accountants to represent them in providing input to the management of the NSW office of the IPA.

NSW President Divisional Council

• Sep 2009 - Sep 2010

Elected by fellow NSW Divisional Council members to act as president of the Divisional Council in providing input to the management of the NSW office of the IPA.

Director of Superannuation

• Mar 2009 - Apr 2015

Expert superannuation knowledge mixed with a touch of insanity had got me a reputation as a high rating speaker. Drinking too much coffee, then bouncing off the walls like a lunatic, while explaining complex superannuation strategies in a straightforward way, was my mix to keep everyone interested + awake. The result, my relationships with thousands of accountants and superannuation, accounting and tax professional bodies, made me fortunate enough to be able to go out on my own. I started Moss Munro Hunt and kept doing what I had been doing for the last decade: • Hundreds of presentations each year for accountants & professional bodies around Australia • Superannuation/SMSF technical support to accountants and their clients • Assisting with SMSF and borrowing arrangement establishments • Negotiating with government regulators on behalf of accountants with troubled SMSF’s

Director

• Jul 2011 - Feb 2015

July 2011 - I was a founder of Accountable Financial Group, established specifically to provide a solution for your average accountant to the 1 July 2012 removal of the "Accountants Exemption". June 2012 - Federal Government postpones the removal of "Accountants Exemption" until 1 July 2016. July 2012 to February 2015 - A long learning experience. July 2011 - I was a founder of Accountable Financial Group, established specifically to provide a solution for your average accountant to the 1 July 2012 removal of the "Accountants Exemption". June 2012 - Federal Government postpones the removal of "Accountants Exemption" until 1 July 2016. July 2012 to February 2015 - A long learning experience.

IPA Representative, Commonwealth Treasury AFSL Working Group

• 2014 - 2014

As a member of the Australian Government Treasury AFSL Working Group we worked with Treasury on an enhanced public register of financial adviser, minimum level of qualifications, training and experience for financial advisers and professional standards. As a member of the Australian Government Treasury AFSL Working Group we worked with Treasury on an enhanced public register of financial adviser, minimum level of qualifications, training and experience for financial advisers and professional standards.

Operations, van Eyk Advice Services

• 2012 - 2013

Built out and launched van Eyk Research's Australian Financial Services License (AFSL), for selected financial planners Built out and launched van Eyk Research's Australian Financial Services License (AFSL), for selected financial planners

IPA Representative, ATO Superannuation Consultative Committee (SCC)

• 2011 - 2013

As a member of the ATO Superannuation Consultative Committee, we were engaged in the development of SMSF public rulings and determinations. We had the opportunity to directly and effectively participate in the development of the ATO’s precedents and views.

IPA Representative, ATO Superannuation Technical Group, National Tax Liaison Group (NTLG)

• 2010 - 2013

A member of the ATO National Tax Liaison Group, Superannuation Technical Group. The NTLG was the ATO's longest standing consultative forum, focusing on strategic taxation matters of national interest. The NTLG's membership is comprised of senior ATO and Treasury officers and representatives of the major tax, law, and accounting professional associations.

IPA Representative, SMSF Approved Auditors Working Group, Superannuation Consultative Committee

• 2009 - 2013

A member of the ATO Superannuation Consultative Committee, Approved Auditors Working Group, we were engaged in the development of SMSF auditor ATO policy and guidance.

Partner/Director of Superannuation Consulting and Compliance

• May 2008 - Mar 2009

From the Deloitte partner program I jumped to a Partner/Director role with mid-tier accounting firm William Buck. The aim was to obtain more control over the future of my work life and get a bit of balance, with my daughter 3 months old and a whole new stage of life starting. Most people have worked in a job at some point in their careers where nothing seems to go right. This was mine. Self Managed Superannuation Fund (SMSF) training. Superannuation law expert support. Super advice for clients and other advisers.

Principal/Director of Superannuation

• Jan 2001 - May 2008

After 4 years within Deloitte I met Superannuation Master, John Randall, and found my calling. Under John's training I was promoted 3 times in 3 years. 2005 to Senior Analyst, 2006 to Manager, 2007 to Principal/Director and immediately enrolled in the Deloitte Partner's Program. I will forever be grateful for the grounding John and Deloitte gave me in understanding and interpreting superannuation legislation, working line by line through the confusion of superannuation law, to ensure any guidance or advice we gave a client or team member was 100% supported by law. The Deloitte Superannuation Consulting team is a rare breeding habitat, that has created several excellent superannuation technical minds now floating around different parts of Australia. Self Managed Superannuation Fund (SMSF) training. Superannuation law expert support. Super advice for clients, accountants, financial advisers, lawyers and other advisers.

Trustee/Director, Deloitte Super Fund

• 2001 - 2005

I became a Director to a Superannuation Fund managing $30 million in superannuation savings for 2,500 employees of Deloitte Australia and served alongside leaders of Deloitte for 4 years. I became a Director to a Superannuation Fund managing $30 million in superannuation savings for 2,500 employees of Deloitte Australia and served alongside leaders of Deloitte for 4 years.