BCom(Acc), CA, SMSF Specialist
Pearl is part of the senior leadership team in Melbourne and has a comprehensive understanding of Dixon Advisory’s services. Her role is to provide clients with information about what the firm does and ways we can assist them.
According to Pearl, Dixon Advisory provides a highly-personalised service so the retirement funds of clients are well-managed and strongly supported in all compliance, investment, strategy and estate planning matters, regarding their self managed super fund (SMSF).
“While SMSFs require a lot of paperwork, our clients have peace of mind knowing that all the administrative and accounting work is being taken care of by specialists,” Pearl says.
Pearl is also one of the Wise program facilitators in Melbourne. She is passionate about seeing women build confidence and friendships through the program and is most satisfied when she can help others achieve their financial goals.
Previously, Pearl managed the SMSF Accounting team in Melbourne, specialising in assisting clients with the accounting, administration and taxation requirements of their SMSF in Melbourne. Pearl reviewed clients’ financial statements and tax returns, as well as organising the independent audit at year-end – with a focus on delivering work to the highest standard of accuracy.
Pearl has a Bachelor of Commerce majoring in Accounting from Macquarie University. She has also completed the SMSF specialisation course provided by the Institute of Chartered Accountants and is also a member of the Institute of Chartered Accountants.