Director & Tax Agent
Having specialised in all things SMSF for over 13 years, Wilson is happy to share his wealth of experience with every client. He is very detail focused and is driven to provide superior service at all times.
Before choosing his specialisation, Wilson worked in several BRW Top 100 small and middle tier accounting practices throughout Sydney.
Wilson has a Graduate Diploma in Financial Planning, Graduate Diploma of Chartered Accounting, Bachelor of Commerce majoring in Accounting and Finance at the University of New South Wales (distinction).
Work/life balance is important to Wilson. He achieves it by balancing his sedentary office job with running marathons and competing in triathlon and cycling events.
Senior SMSF Manager
In her 15 years as a Chartered Accountant and Private Wealth Advisor, Anna has developed a passion for SMSFs.
She has been recognised by the SMSF Association as an SMSF Specialist Advisor™. This accolade acknowledges her expertise within the SMSF sector and her broader understanding of the complexities of how SMSFs interact with taxation, Corporations Law and estate planning.
Anna holds a Bachelor of Commence (Accounting) and Graduate Diploma of Financial Planning.
Her strong accounting habits are evident in her spare time where she balances her outgoings (keeping fit at the gym) with her ingoings (her homemade ice creams and cakes).