Experience

Allan Hall Business Advisors

• Australia
• Accounting
• 1 - 100 Employee

• Client Services Manager SMSF

  • Aug 2020 - Present

• SMSF Accountant

  • Jun 2007 - Aug 2020

  Specialist in Tax and compliance for SMSF. Accounting and taxation for SMSFs, advising trustees of the changes to superannuation legislation, SMSF borrowing and estate planning strategies.Implementing tax effective strategies such as structured pension planning and alternative transition to retirement strategies.



Samsan Systems Pty Ltd

• Bookkeeper

  • 2004 - 2007

  Self-employed as bookkeeper - consultant to small businesses Self-employed as bookkeeper - consultant to small businesses



Colonial First State

• Australia
• Financial Services
• 700 & Above Employee

• Financial Planning Manager

  • Jun 1997 - Jan 2002

  Managed service distribution across centralised and regional channels providing compliance, regulatory advice and training to authorised representatives and paraplanners around Australia. Initially with Colonial State Bank, and then Commonwealth Bank from the 2000 takeover. Managed service distribution across centralised and regional channels providing compliance, regulatory advice and training to authorised representatives and paraplanners around Australia. Initially with Colonial State Bank, and then Commonwealth Bank from the 2000 takeover.