Cindy Shearer - Senior SMSF Manager
Professional Overview
Cindy Shearer is a seasoned professional with extensive expertise in self-managed superannuation funds (SMSF) management. As the Senior SMSF Manager at Easy Super, she is responsible for overseeing the company's SMSF services, ensuring client portfolios are strategically managed and in compliance with all relevant regulations.
Experience Summary
Current Role
In her current role as Senior SMSF Manager at Easy Super, Cindy is instrumental in driving the company's SMSF service offerings. She manages a team of SMSF specialists, providing strategic guidance and technical expertise to high-net-worth clients. Cindy's strong industry knowledge and proven track record have made her a trusted advisor, helping clients achieve their retirement goals.
Career Progression
Prior to her current role, Cindy held the position of Senior Client Manager/SMSF Manager at Velocity Accounting Group, where she was responsible for managing client relationships and overseeing complex SMSF portfolios. She has also served as the Managing Director of Opez Pty Ltd, a boutique financial advisory firm, and held the role of Principal at RSMI Bird Cameron, a respected accounting and business advisory firm.
Cindy's commitment to the SMSF industry is further evidenced by her previous role as the Former State Chair for the WA State Chapter of SPAA (now known as the SMSF Association), where she actively contributed to the development and promotion of the SMSF sector.
Academic Background
Cindy holds a Bachelor of Commerce degree from the University of Western Australia, with a specialization in Accounting and Finance. She is a qualified Certified Practicing Accountant (CPA) and a member of the SMSF Association, demonstrating her dedication to ongoing professional development and industry expertise.
Areas of Expertise
- SMSF portfolio management and strategic advisory
- Compliance and regulatory expertise in self-managed superannuation funds
- Financial planning and wealth management for high-net-worth clients
- Team leadership and client relationship management
- Strategic planning and business development
Professional Impact
Cindy's impressive career trajectory and industry contributions have established her as a respected authority in the SMSF space. She has been instrumental in driving the growth and success of the organizations she has been a part of, showcasing her ability to navigate complex financial landscapes and deliver exceptional client outcomes.
Conclusion
With over 20 years of experience in the financial services industry, Cindy Shearer is a seasoned professional who has dedicated her career to the SMSF sector. Her deep understanding of the regulatory environment, coupled with her strategic acumen and client-centric approach, make her a valuable asset to Easy Super and a trusted advisor to her clients.
