& SMSF Specialist Advisor
BCom, FCPA, DipFP, Acc SMSF, SSA
Scott is a Fellow of CPA Australia with a passion for all things Superannuation. Scott has been the Managing Director of the self-managed superannuation team since 2012 and enjoys working in super because he takes pleasure in being able to assist clients to ensure they lead a comfortable and fulfilling life in retirement.
Away from the office, Scott likes watching and playing sport, spending time with his wife Ange, watching movies or looking after his energetic and very spoilt Labrador named Winnie. Being a hockey enthusiast, you can find Scott playing reserve grade hockey, coaching and umpiring. He also loves refining his golfing skills and keeping up to date with the latest football and cricket matches (which is shown by the various sporting memorabilia hanging on his office walls).
SMSF Specialist Advisor
BBus, LLB (Hons), DipFP, SSA
Tim has many years of experience in the superannuation industry, including a legislative, regulatory and administrative perspective. He is a trustee of his own self-managed superannuation fund so he knows first-hand the traps trustees face.
For 12 years Tim worked for the Australian Prudential Regulation Authority (APRA) in Canberra, which at the time was responsible for the regulation of self managed superannuation funds. Among other things, Tim had significant involvement in the development of the SIS Regulations.
Originally from England, Tim loves his cricket and is particularly happy when the Ashes Tests are on. When not spending time with his wife and young daughter, Tim can be found either running or on the golf course.
Andrew is a Certified Practising Accountant with over nine years experience working in Taxation and Superannuation. Andrew realised his true passion was for self-managed superannuation funds and when an opportunity came to join the team in 2012, he didn’t hesitate. Andrew’s knowledge of different software systems has quickly seen him become the expert on our superannuation processing software, Class Super.
Outside of work, Andrew’s passions are his wife Kelly, riding his motorbike, which in turn sees him heavily involved in the annual Motorcycle Toy Run, and last but not least, his beloved rugby league team that he follows with a passion.
Sarah joined us in 2014 as a Graduate Accountant and is fast becoming an expert on death benefit nominations. Sarah graduated from University in 2014 with a Bachelor of Commerce, majoring in Accounting and Sustainable Business. Away from the office, Sarah is into boxing, netball, scrap booking and spending time outdoors. Although she’s modest about it, Sarah is also a talented singer and musician, who plays the piano, violin and saxophone (check out her song “Arms of the Deep” on iTunes).
Bec is an experienced SMSF administrator, this, coupled with her ability to organise and make things happen, means she is ideal for the role of SMSF Officer. She is the first point of call for any questions about your SMSF, and how your work is progressing.
Bec has a husband, two daughters, and dog Scruffy, who take up her time outside of the office. In her spare time, Bec loves singing as part of an ensemble and mentoring young children in a performance based music programme for primary school age children, ages 5 to 12.
Cert2BusAdmin, Cert 1 & 2 IT
Jade started her career with the self-managed superannuation team in 2010 and has been instrumental in designing new procedures – especially from an admin perspective. Her work has meant that the team has been able to further develop our service to clients.
Jade is a very talented baker and often spoils the team with her wonderful cupcake creations. She also enjoys spoiling her dogs Pluto and Rosie as well as fishing and camping with her husband Jason.
Starting work with the self-managed superannuation team in April 2014, Anna-Lisa is known around the office for her friendliness and cheerfulness. In her free time she loves spending time with her husband Travis, as well as friends. She enjoys exploring new places to go camping, fishing, cooking and spending time in her garden.
Client Services Officer
The newest member to join our team, Zahli, started working with us in May 2016 following a number of years working with a local car dealership.
In her spare time she enjoys going to the beach and camping with her partner Steven, horse riding, and spending time with her two border collies, Bohdi and Elsa.