Meet The Team

Cassie Li – SMSF Accountant

As a dedicated Accountant, Cassie strives for the highest quality outcomes to deliver beyond client’s expectations. She is passionate about assisting clients in reaching their financial goals and attaining financial security. Cassie deeply values the interactions with her clients and prioritises a deep understanding of their needs beyond the numbers.

As a Self-Managed Super Fund Specialist (SMSF), Cassie manages and oversees the firm’s SMSF division. She tailors, reviews and revises plans to meet the diverse needs of her clients. By empathising with their personal circumstances, Cassie conducts thorough analysis of their evolving situation and provides comprehensive and relevant SMSF advice and strategies that comply with the latest regulations.

Outside of her professional pursuits, Cassie enjoys spending time with her family. She has a passion for travelling to various countries, immersing herself in different cultures, and savouring local cuisines. Cassie also enjoys dancing, art and interior design.

Contact Cassie

[email protected]

(03) 9888 3175

Qualifications:

  • Master of Accounting
  • Bachelor of International Accounting
  • Diploma of Financial Planning
  • SMSF Specialist Advisor
  • Member of CPA Australia
  • Certified Xero Advisor

Expertise:

  • Self-Managed Superannuation Funds
  • Strategic Analysis
  • Tax & Accounting Compliance
  • Tax Planning
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