Experienced actuary, technical speaker, and leader. Passionate about assisting professionals with their professional development and training in superannuation and retirement, and with assisting institutions deliver superior retirement outcomes through innovative products, tools, and client engagement.Accurium are SMSF and retirement specialists, offering innovative, reliable and efficient products, actuarial services and training. Well known in the SMSF market as the pre-eminent provider of actuarial certificates and held in high regard because of our technical expertise. Accreditation: Fellow of the Institute of Actuaries of Australia, Certified Enterprise Risk Actuary, SMSF Specialist Advisor™Areas of speciality: Retirement planning strategies and modelling - cashflow strategies, retirement risks, annuities, pensions, age pension, tax, spending sustainability assessment Calculator development and retirement income models - Excel, VBA, VBnet coding, retirement models and analysis, age pension, model/calculator reviewsSuperannuation consulting - retirement income solutions and member cohorting, member engagement and education, calculators, longevity risk solutions, blending lifetime and account-based solutions, understanding lifetime income streamsEducation and training in areas such as retirement, superannuation, SMSFS, pensions, longevity, retirement modellingActuarial certificates - S295.390 exempt income proportion calculations and defined benefit pension solvency certificatesActuarial advice - legacy pension options, life interests, super valuations
Listed skills include Superannuation, Pensions, Actuarial Science, Retirement, and 34 others.