Live & Online Events

23, 24, 26, 27 & 28 April – live across Victoria at Ballarat, Horsham, Cobram, Wodonga and Wangaratta – time and venue details here

Simon Moore

Simon is a SMSF accountant within the Freedom Financial Superannuation Solutions team and enjoys working closely with individuals to achieve their financial goals. Having had well over ten years’ experience in the SMSF accounting and audit fields, Simon brings a tremendous depth of knowledge and understanding of the complexities that are found within superannuation compliance and […]

Iris Yan

Iris is a qualified CPA. She has a bachelor of Commerce, Majoring in Accounting, a Diploma in Taxation and an Advanced Diploma of Australian Law (AIFA), also a certified Xero adviser. Iris joined WFS after she graduated from university, she has been with WFS for more than 8 years. She is responsible for the smooth […]

Cass Smith

Cass is a qualified accountant, tax agent, mortgage broker, real estate agent and property adviser, with decades of public and private experience in the industry, including as an owner of award-winning businesses. Cass is also an author and regular contributor in Your Investment Property Magazine, the 2019 Telstra Business woman of the Year (ACT), and […]