Cathryn Walley

Profile Image
Company LBW Business & Wealth Advisors
Title Superannuation Manager
Profession Accountant
Address 35-37 Gordon Ave GEELONG WEST VIC 3218
Email [email protected]
Phone 03 5221 6111

Summary

LBW Business + Wealth Advisors provide a complete Business, Taxation, Financial Planning, Audit and Superannuation service for you and your business.

I joined the Superannuation team at LBW Business + Wealth Advisors in 2009, bringing over 12 years' experience working in the superannuation and accounting industries.

As Senior Manager (Superannuation), I specialise in assisting individual and business clients with superannuation legislation, taxation and compliance needs as well as providing guidance on superannuation strategies, pension planning, effective structuring for asset protection, succession planning and taxation.

I hold a limited financial planning license, a Bachelor of Commerce and am a Chartered Accountant (ICAA) and also an accredited Self-Managed Superannuation Specialist Advisor.

I have specialised interests in:
- Superannuation
- Pension planning
- Limited Recourse Borrowing Arrangements
- Estate Planning
- Superannuation Tax Strategies
- Superannuation Investment Strategies