Having been in the Accounting field, specialising in SMSF since 2005, I have built up solid knowledge and skills in Accounting, Taxation, SMSF Legislation and Investments.

I have completed a Master of Business (Accounting) at the University of South Australia, and is a Chartered Accountant (CA), an SMSF Specialist Advisor (SSA) and a member of the SMSFA – The SMSF Association.

My role as a Senior Client Manager involves managing all aspects of accounting, tax and compliance for a group of clients. Since the China-Desk is launched, I have been focusing on Chinese Australian clients and providing SMSF information in Mandarin through social media and seminars. Educating Mandarin-speaking clients with SMSF information is now my passion. I love sharing my knowledge and helping clients achieve their financial and retirement goals.