Courtney has over 11 years’ experience in the superannuation industry, commencing her career in fund administration at WHK in Melbourne before transferring into the field of audit with the same firm.  

At Baumgartner Super, she specialises in both SMSF and APRA Fund audits. Courtney enjoys the contrast between the two as the exposure to both gives her a broader knowledge of the superannuation industry.

Armed with a keen eye for detail and a commitment to quality in everything she does, Courtney’s no-nonsense approach to achieving the desired outcome makes her invaluable to her clients. These traits and a commitment to excellence in service delivery allow Courtney to develop successful long-term relationships with her clients.

Courtney believes that building an enjoyable work environment is the first step to creating a successful team.  Therefore, the ongoing development and mentoring of her team is something she relishes and prioritises.

Courtney enjoys good food with her family and friends and loves to travel. Her next bucket list destination is New York.

 

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Qualifications and memberships

  • Advance Diploma of Financial Services (Superannuation)
  • Bachelor of Business (Management)
  • SMSF Specialist Advisor™
  • SMSF Specialist Auditor ™