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GOLD COAST - SMSF Specialist

30 year old SPAA Specialist Advisor; he has 7 years overall experience in SMSF and Tax Business Services, has a proven track record in managing a wide range of clientele.

He has in depth knowledge of both Acuity and BGL software, his main focus being to implement processes to allow for efficient administration of SMSF for both the business and client and to formulate strategies to maximise their tax situation in retirement and estate planning.

For further information please contact Ann Wheeler

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