With over 25 years experience working in the accounting industry, Katherine entered the world of public practise accounting with Casey Partners over 18 years ago. Katherine has advanced from a bookkeeper to a fully qualified Senior accountant during her tenure. The past 9 years has seen Katherine take on the role of looking after many of the firm’s compliance obligations for Self Managed Superannuation Funds.
Katherine has achieved a Specialisation in SMSF’s represented by her Specialist Advisor Qualifications with the Self Managed Superannuation Association.
With well over 15 years in the accounting industry, Callen continues to have a particular expertise in Self Managed Superannuation having managed SMSF clients for 13 of those years.
As a Certified Practising Accountant he is in a unique position to guide you in all aspects of your Superannuation.
When away from the office, Callen loves nothing more than to be bossed around by his three young girls at home and cheer on his beloved North Melbourne Kangaroos.
Preet Graduated from Monash University with a Bachelor Business Commerce (Accounting). With a background in pharmacy retail and then MYOB as a Small Business Software consultant she then joined Casey Partners as a Client Manager and assisting with SMSF administration.
Preet Loves to watch Bollywood films, dance, food and cooking, shopping for shoes and spending time with her family especially her children Dylan and Jasleen.
In addition our team at Super Strategies also works closely with the following :
Casey Wealth Advisers
Where clients needs extend beyond SMSF Strategic Advice to personal Financial Planning and Investment placement.