SMSF Audit

B Econ, CA, RCA, SMSF Auditor, Dip(ASFA)

Alex brings over 20 years of accounting and leadership experience to the organisation. Prior to joining Partners Wealth Group, Alex was an audit partner of a leading mid-tier accounting practice and became a trusted advisor to clients, valued for his ability to build strong relationships and become an integral part of their team.

Clients rely on Alex for a second opinion on their business decisions. By gaining a better understanding of their objectives, he is able to guide them as their business changes and develops, identifying different risks and requirements beyond their audit needs. Alex works objectively and impartially, has successfully lead diverse teams to achieve business and client objectives. Alex is also passionate supporting his beloved bombers and is always keen for a round of golf in any conditions.

Jacklyn has a Bachelor of Commerce from The University of Melbourne. With an interest and a knack for problem-solving, she is continuously honing her skills and expanding her technical knowledge in the field of SMSF. Jacklyn is also a specialist member of the SMSF Association (SSAud). 

With her cooperative and gentle nature, Jacklyn enjoys collaborating with her team members and clients. In her free time, she takes delight in playing the flute and baking. She is also a frequent attendee of ballets and musicals.

Jessie obtained her Masters of Accounting from Swinburne University. Having excelled as a Graduate Auditor in her previous role, she continues her hunger to acquire and contribute knowledge in PWG as an SMSF Auditor. With her caring and collaborative nature, she plays an integral part of Partners Superannuation Services.

In her spare time, Jessie loves to travel and explore different cultures. She is passionate about art and photography, on the weekend you may find her at your local art gallery.

Zack has over 4 years’ experience in the Superannuation space with in-depth knowledge in Superannuation and IT from industry leaders such as the Australian Taxation Office and BGL Corporate Solutions.

Zack has a strong interest in technology and a believer in knowledge sharing, this drives him to continuously explore different avenues in improving the efficiency and effectiveness of the audit process.

He enjoys fishing, kayaking and plays a lot of tennis.

Phoebe has a Bachelor of Commerce from The University of Melbourne. Since joining Partners Wealth Group in late 2017, Phoebe has developed her skills in numerous areas of SMSF Auditing, where she works closely with Senior Auditors and Accountants. Outside of work, Phoebe attends weekly German classes as well as occasional painting workshops. On the weekend, you can often find Phoebe on the tennis court attempting to hone her skills.

Pumali has a Bachelor of Accounting from Swinburne University. With 5 years’ experience in Auditing Self Managed Superannuation Funds, she has armed herself with strong technical knowledge and an eye for finer details which compliments her problem-solving skills.

Coupled with a caring and driven personality, Pumali immensely enjoys training and working with her colleagues to create and maintain a successful client relationship. Pumali is an avid dog lover and has a pet toy poodle.