Professional experience

Debbie has over 20 years of experience working in all aspects of Self-Managed Superannuation Funds and has been a member of the Nexia team for over 14 years.

She focuses on providing a bespoke and holistic ‘concierge’ service for her clients’ SMSF and Portfolio Management. Passionate about client service, her aim is to mitigate the administration burden for her clients’ financial affairs so they have piece of mind when making important decisions.

Debbie works closely with the Financial Advisers in the Nexia Sydney Financial Solutions team to provide proactive advice to her clients in order to ensure their objectives are met, and exceed their expectations. She prides herself on being professional and efficient in her work, and aims to gain unique insights into her client’s needs.

Debbie builds lasting relationships and has long standing clients of over 20 years.

Expertise

• Self-Managed Superannuation Funds (SMSF’s)
• Superannuation Compliance
• Superannuation Solutions
• Financial Accounting
• Financial Reporting

Qualifications

Master of Business Administration (MBA) – Professional Accounting Major
Diploma of Financial Planning (DFP)
Advanced Diploma of Accounting