Sean is a newer member of the team and is already making a positive contribution as a Self-Managed Super Fund Processor. He has already immersed himself in the Advisory Partners culture of excellence and is working hard bring value to his clients.
His role as an SMSF Processor requires him to finalise accounts, establish new super funds, update workflow progress sheets, monitor transaction reports, perform various reconciliations and update client files as appropriate. A fastidious record keeper, Sean’s experience in this field is certain to enhance his clients’ SMSF outcomes.
Bravely, Sean has chosen to barrack for the Sydney Swans while living in this one-eyed Cats supporter town. That just proves Advisory Partners is an equal opportunity employer.
Qualifications
- Bachelor Business (Accounting)
- Member CPA Australia
