Yvonne holds the position of Associate Director, Lending Products with Real Asset Management. Yvonne has over 15 years of experience as an Australian tax compliance professional specialised in SMSF Superannuation Fund audits, and tax planning for SMEs and High Net Worth individuals.
Prior to joining Real Asset Management Group, Yvonne worked as a Senior Accountant at Holt Baker Pty Ltd in Melbourne, Australia. There she was responsible for all aspects of SMSF Superannuation Fund administration, audit and tax return preparation, as well as assisting clients in retirement planning, succession planning and estate management.
Yvonne holds a Bachelor of Business Accounting from Victoria University. Yvonne is also a Certified Practising Accountant (CPA), a registered Tax Agent, a registered SMSF Superannuation Fund Auditor and a Certified Xero Advisor. Yvonne speaks fluent English, Cantonese and Mandarin.