Renee Francis

SMSF RELATIONSHIP MANAGER

Renee is the SMSF Relationship Manager at Halpin Partners and has over 5 years’ experience in the SMSF field.

The SMSF sector is a complex and constantly changing environment. Renee provides specialist support to new and existing SMSF clients.

Renee has lived in Cairns for 20 years and joined the Halpin Partners team in 2012. She is based in our Cairns office and provides support to all of our clients.

EXPERTISE

• SUPERANNUATION

   • SMSF administration

   • SMSF compliance

EXPERIENCE

• SMSF support, compliance & administration

• Preparation of SMSF financial statements and tax returns

• Retirement and superannuation planning to plan for your future needs

• Class software setup & management

INDUSTRIES

• Clients are from a broad range of Industries looking to maximise their retirement wealth

QUALIFICATIONS

• DIP FP (Financial Planning)