Brian Zhao

Brian Zhao is an accredited SMSF Specialist (SSA & SSAud), a Certified Practising Accountant (CPA), and is fully RG146 compliant. His dedication to excellence in the SMSF field has been recognised with the Top Achiever Award from the SMSF Association, highlighting his outstanding technical capability and commitment to the profession.

Brian brings extensive experience across all areas of superannuation, with a strong focus on helping clients navigate compliance requirements with clarity and confidence. He is dedicated to supporting clients in maintaining compliance, strengthening their retirement planning strategies, building long-term wealth, and achieving peace of mind.

In his leadership role, Brian is committed to fostering a collaborative and supportive team environment. He works closely with team members to drive business growth, build a strong team culture, and support individual career progression through active mentoring and guidance.

Motivated by a strong commitment to helping individuals achieve financial independence, Brian focuses on building strong, trusted relationships with every client. His goal is to empower individuals with the knowledge, confidence, and control they need to shape the retirement lifestyle they envision.

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