BEd Grad Dip Acc CA CFP
AccountantsIQ – Founding Director, Advice Solutions & Integration
Bronny is the Founding Director of AccountantsIQ Pty Ltd, is a Chartered Accountant, Certified Financial Planner and a qualified maths teacher. She has over 25 years’ experience in the accountancy and advice professions. At AccountantsIQ, Bronny is the architect of our advice solutions and works actively with clients to integrate these solutions into their businesses. Prior to founding AccountantsIQ, Bronny was a Director and Responsible Manager for a boutique AFSL, and gained corporate experience as the Chief Financial Adviser at Mercer (Aust) Pty Ltd. With an excellent understanding of the advice industry, Bronny’s passion for education, financial advice and accounting are showcased through her active industry contribution and her work assisting accountants integrate financial planning into their accountancy businesses.
BSc (Hons), Grad Dip Appl Finance
AccountantsIQ – General Manager, Marketing & Business Development
Andrea has over 16 years’ experience working within professional & financial services organisations in business development, relationship management and marketing roles. At AccountantsIQ, she helps care for our clients and is responsible for identifying and implementing processes and innovations which enhance the way Accountants IQ delivers its services.
Smart Compliance – AFSL Application & Retention
Brett is a lawyer by training and a specialist in ASIC licensing and compliance services. He is the owner/operator of Smart Compliance, with experience that extends back more than 20 years to his time with the licensing regulator (ASIC) and the advice industry lobby (FPA). Since 1998 he has worked with hundreds of small businesses seeking their own licences and looking for efficient ways to maintain their ongoing compliance obligations.
BSc CA ASIA SSA
Heffron SMSF Solutions – SMSF Technical Training & Helpdesk
Leigh heads up the Technical Services Team at Heffron and is intimately involved in developing the firm’s range of technical materials for clients. She is a Chartered Accountant with over 20 years of superannuation experience and has worked extensively in both corporate and self managed superannuation fund administration. This gives her a unique ability to advise not only on the technical issues faced by SMSF advisers but also the practical solutions she has developed and implemented.