Live & Online Events

1230pm Thurs 23 May – FREE online Q&A with Cass – click here to join or use Teams Meeting ID 434 602 740 224 and PW FfC6Fz

630pm Thurs 30 MayFREE online Q&A with Cass – click here to join or use Teams Meeting ID 465 259 563 202 and PW nYoTmX

2, 13 & 24 May, 6 & 8 June – Cass & MJ live across Queensland at Brisbane, Toowoomba, Jimboomba, Townsville & Mission Beach – 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 […]

Juleen Fu

Juleen has a Bachelor of Commerce, Majoring in Accounting and Finance.  She has been in a SMSF field over 20 years.  She has recently joined the Freedom Finance solutions in September 2023 and responsible for the smooth processing of the Self-Managed Superannuation Fund. Juleen is the newest addition to the FFSS family, she brings her […]

Georgina Misfeld

What started as an uninspired flick through a UAI book in year 11 ignited a long-term career in Self Managed Superannuation.   Georgina originally came to Canberra to attend ANU and complete a degree in Commerce, majoring in Accounting, Management and Marketing, and has never left. She started working with Self Managed Superannuation Fund after […]

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 […]