Professional experience
Grounded in compliance and strategy, Robert helps clients stay ahead of the ever changing SMSF landscape by deploying rich analytical insights and problem-solving skills to deliver informed and timely advice. He’s in the business of helping people and values the trust clients bestow upon him to guide their superannuation journey.
Robert advises clients on Superannuation Industry Supervision (SIS) compliance rules, self-managed super funds (SMSF), SMSF auditing requirements, estate planning and retirement planning. He is acutely aware the role superannuation plays in a wealth portfolio and accordingly, offers counsel unique to individual requirements.
A champion for developing strong and lasting working relationships, the Mandarin and Cantonese fluent Robert is committed to delivering high-quality services and by helping to maximise portfolio effectiveness, enables and empowers client success.
Qualifications
Bachelor of Business - Accounting
CPA Australia SMSF Specialist
Member of CPA Australia
SMSF Association Specialist Advisor (SSA)