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 and her appointment as an Authorised Representative of SMSF Advice Pty Ltd. She is looking forward to providing clients with strategic advice, whether it be advising on transition to retirement strategies or contribution strategies to get you to your retirements goals.
With 20 years experience in the Accounting industry Callen can help to guide you in all financial aspects of your business. His expertise in Business Advisory will help get your business to where you want it to be. Whether you are starting up a new business, preparing for sale or anything in between, Callen can help you plan and implement the next steps to secure your financial future.
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. He’s also a life member, Treasurer and mediocre player at the Upper Beaconsfield Tennis Club and Treasurer of the Berwick Business Group.
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.
Jemma only recently joined our team having finished year 12. She is currently completing her Certificate III in Business Administration.
In her free time, Jemma plays netball for Nar Nar Goon and spends time with her friends. She also enjoys writing and hopes to pursue a future career in this area.
In addition our team at Super Strategies also works closely with the following :