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.

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.

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.

BBus

George joined Partners Wealth Group in January 2021 as a Graduate SMSF Auditor, after completing a Bachelor of Business at Monash University with a double major in accounting and business law. 

With an academic background in audit and compliance, George has expanded his skills and technical knowledge to specialise in the SMSF field. He takes pride in his careful and collaborative approach, working closely with his team members to ensure that every client’s SMSF is compliant.

George has strong experience in the hospitality industry, including working in event management and as a cook for an AFL team. His attention to detail, ability to collaborate and problem-solving skills have translated seamlessly into his new role in SMSF auditing.

In his spare time, George enjoys playing basketball and is a keen NBA fan and follower of the LA Lakers.

BCom (Fin)

Carl is a Graduate SMSF Auditor who graduated from Deakin University in 2019 with a Bachelor of Commerce, majoring in accounting and finance. In his current role, he handles the first stage reviews for the audit process.

Carl was initially drawn to the world of commerce because his father and brother are involved in the industry and because he possesses a natural aptitude for mathematics and accounting. Prior to joining Partners Wealth Group, he worked as a basketball referee and at a bowling centre as a shift manager and technician. 

Outside of work, Carl is interested in fitness and spends most of his free time either bowling or at the gym.

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.

B.Com.

Anjuli’s role at Partners Wealth Group involves ensuring every client’s SMSF is compliant with all rules and regulations. She is currently handling the first stage preparation for the audit process.

Anjuli previously worked as a student mentor at Deakin University where she helped students with adjusting to university life. After completing a degree in accounting and finance, she wanted to learn more about the SMSF part of the finance industry and decided to move into the area. Her attention to detail, teamwork skills and problem-solving skills have been extremely helpful in her new role.

Outside of work, Anjuli likes to read books and go for walks.