Albert began his career in Business Services and External Audit after completing his Bachelor of Business (Accounting) degree with Swinburne University in 2006. Having worked with a diverse client base for a couple of years (including not for profit entities, subsidiaries of foreign listed companies and trust accounts), he switched his focus and specialisation to the SMSF industry.

Since 2010, he has spent time in both SMSF audit and administration roles, including time spent working at NAB Wealth (MLC). This period of exposure has provided him with a balanced understanding of both SMSF functions. It was also during this time that Albert completed the CPA program and attained membership with CPA Australia. He is currently in the process of attaining the CPA SMSF Specialist designation.

Armed with this diverse experience and an eye for finer details, Albert believes in helping trustees understand their rights and obligations in ensuring compliance with the SIS Act and Regulations.

Albert enjoys helping and training junior staff members and believes in making the workplace an enjoyable environment for all. He takes pleasure in building and maintaining successful client relationships.

When Albert is not at work, he enjoys spending time with his wife and young son.

Qualifications and memberships

  • Bachelor of Business (Accounting)
  • Member of CPA Australia