Lauren is a Client Director within the Superannuation consulting team, with over 20 years of experience advising clients in a range of technical capacities.
Clients appreciate Lauren’s ability to simplify technical rules and compliance expectations, allowing them to work together to achieve commercially driven outcomes while meeting regulatory requirements.
She specialises in Self Managed Superannuation Funds (SMSFs) for high-net-worth individuals, many with complex investment structures within their SMSFs, assisting clients with taxation matters and compliance requirements.
Dedicated to providing the best outcomes for clients, Lauren uses her technical skills to understand and apply legislation and legislative changes to client scenarios, taking the time to explain any implications so that clients can make informed decisions.
Qualifications and memberships
- Bachelor of Commerce (Accounting & Finance) – Monash University
- Member, Chartered Accountants Australia and New Zealand (CAANZ)
- Graduate Diploma of Financial Planning (Kaplan)
- Authorised representative of Pitcher Partners Investment Services Pty Ltd (AFSL No. 229887)
