Bachelor of Commerce (Accounting)
SMSF Specialist Advisor™ (SSA™)
SMSF Practitioner (SSP)
Marie specialises in Self-Managed Superannuation Funds (SMSF).
Marie leads our Superannuation Division, a team responsible for the compliance and administration needs of our SMSF clients. Marie works closely with our SMSF clients to ensure they are aware of and meet their compliance requirements on an ongoing basis. Marie also develops financial strategies and helps clients to implement these strategies enabling them to meet their financial and retirement goals.
Along with current issues Marie can also assist our clients with Estate Planning considerations in relation to their SMSF and superannuation in general.
Marie enjoys spending time with family, reading a good novel, walking the dog and spending time outdoors.
The Victorian high country is a favourite destination, although just being away from home and spending time with family is always a pleasure.
Saward Dawson acknowledges the Traditional Custodians of the land on which we work and we pay our respects to Elders past and present.
Level 1, 20 Albert Street, Blackburn VIC 3130
PO Box 1212, Blackburn North VIC 3130
contact@sawarddawson.com.au | +61 3 9894 2500
Liability limited by a scheme approved under Professional Standards Legislation.
