About Toby
Toby holds a Bachelor of Commerce in Financial Planning and brings over five years of experience in the financial services industry, with a strong foundation in SMSF accounting, auditing, and compliance. Prior to joining the firm, Toby worked at an SMSF audit firm, where he developed a thorough understanding of superannuation structures, regulatory compliance, and ASIC management processes and more recently developed an understanding of the strategies at an SMSF advisory firm.
Toby’s professional experience spans both domestic and international environments, having spent 12 months based in London while continuing to support audit engagements remotely.
Now focused on building a career in financial advice, Toby is passionate about developing meaningful client relationships and deepening his expertise in financial planning strategies.
Qualifications
- Bachelor of Commerce (Financial Planning)
