Sally McPherson
Barnawartha,VIC
Summary
Strategic Associate Partner known for high productivity and efficient task completion. Skilled in strategic planning, client relationship management, and operational improvement. Excel in communication, leadership, and problem-solving to drive business success.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Associate Partner
Findex
Albury, NSW
12.2007 - 10.2024
- Developed and implemented business strategies to achieve organizational objectives.
- Researched, evaluated and recommended new strategic partnerships with other businesses.
- Conducted regular reviews of existing clients to identify opportunities for additional services.
- Provided technical advice and support to clients regarding their superannuation entitlements.
- Processed applications for superannuation withdrawals, retirement income streams and death benefits.
- Prepared documents such as SMSF trust deeds, investment strategies and member benefit statements.
- Assisted in the management of self-managed superannuation funds.
- Researched and responded to client enquiries relating to their superannuation accounts.
- Monitored compliance with relevant legislation, regulations and industry standards.
- Advised on the tax implications of various investments within a SMSF context.
- Reviewed contributions caps, pension limits and other legislative requirements for clients' SMSFs.
- Assisted with the preparation of actuarial certificates for defined benefit funds.
- Ensured that all paperwork was completed accurately and submitted in accordance with deadlines.
- Liaised with third parties including auditors, accountants, lawyers and financial advisors when necessary.
- Provided training sessions on how best to manage their own personal finances as well as those related to their business activities.
- Maintained current understanding of applicable regulations and tax laws to keep funds in compliance with legal standards.
- Ability to manage 600+ SMSFs across multiple areas, including high-net-worth individuals in Sydney.
- Managed a portfolio of clients in excess of $2.7 million, with a net profit margin of 59%.
Education
Bachelor of Business (Accounting) - Accounting
Charles Sturt University
Albury NSW 12-2007
High School Diploma -
Wanguani Park Secondary College
Shepparton, VIC12-2003
Skills
- Key client relationships
- Company processes and procedures
- Recruitment and hiring
- Problem-solving aptitude
- Negotiation Tactics
- Public Speaking
- Reliability
- Team building
- Risk Assessment
- Time management abilities
- Professionalism
- Conflict Resolution
- Critical Thinking
Certification
- SMSF Licenced Adviser (FASEA approved)
- Registered Tax agent
- LRBA certified (DBA approved)
Accomplishments
- Received multiple awards through Findex. GH Roxborough, Leadership, Cultural award and People awards.
Volunteer Experience
- Committee member of the Wodonga City Swim Club
- I have been involved in the formal mentoring program run by La Trobe University
- Parent representative for St. Francis of Assisi and a member of the Catholic Education Wodonga Council
References
References available upon request.
Timeline
Associate Partner
Findex
12.2007 - 10.2024
Bachelor of Business (Accounting) - Accounting
Charles Sturt University
High School Diploma -
Wanguani Park Secondary College
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