David is the Sales & Development Manager at Smarter SMSF. Whether you’re interested in our products, or as client you have a question or ticket to resolve, you will hear from David as he endeavours to get your enquiry sorted out for you. David moved to Smarter SMSF in July 2021 and brings extensive financial…
Joanne is the Support Manager at Smarter SMSF, but in reality does so much more! Having worked with Aaron for 20+years, Jo has a strong understanding of SMSF topics and helps to develop the document templates, and undertakes much of the testing before product releases. Jo is also responsible for the management of events, such…
Richard has had a successful career in the banking sector, including over 20 years with Macquarie Group as an Executive Director in the investment banking division, providing strategic and financial advice to many of Australia’s leading companies. He has a strong commitment to the philanthropic and cultural sectors, including through his current role as a…
Tim is the SMSF Technical & Education Manager at Smarter SMSF. He is a well-known figure within the SMSF industry, having worked in numerous technical and education roles over his 20+ year industry journey. He has aided in the accreditation of over a thousand financial planners and accountants, has delivered so much CPD training over…
Aaron is a well-known identity within the SMSF sector and is seen as a trusted source for professionals to learn more about SMSFs and the direction of the sector. Aaron’s insights into both technical and practice-based issues within the SMSF industry sees him regularly sort out to participate as a key stakeholder across regulatory and…