Poonam joins Carbon from a well-respected middle-tier firm, where she was a Director and headed up their SMSF advice business in Perth for 15 years. Her main focus was on delivering self-managed superannuation specialist services. This includes (but not limited to) advising clients on complex superannuation structural issues, estate planning, retirement planning, self-managed super funds, superannuation solutions, superannuation compliance, strategic advice, and wealth management.
Wanting a change, and to nurture a new passion, Poonam joined Carbon in July 2022. “I was drawn to Carbon because of how forward-thinking and dynamic the team are”. Poonam’s unique way of thinking and her passion for empowering clients through informed decision-making and improved financial literacy is something that resonated with the team at Carbon.
As we’re in the business of helping others and providing high-quality service above all else, we couldn’t think of anyone better than Poonam to lead our superannuation team. “My vision for Carbon is to first work with the Partners across Australia to help streamline the administrative side of SMSFs.” Poonam’s vision doesn’t just stop there, she also wants to improve the process at a national level so that no matter what state you’re in, our clients receive the same high-quality service and the same benefits of working with a consistent and efficient multi-service firm.
Poonam’s passion for empowering clients and improving financial literacy trickles down into her personal life as well. She’s very active in the community and loves to share her wealth of knowledge with Gen X, Y and Zs and women’s interest groups in particular. Two organisations that Poonam works closely with is The Financial Toolbox – Women at Risk (a not-for-profit supporting women facing domestic and family violence and financial abuse) and social enterprise Pride Professionals (an LGBTQ+ mentoring program for personal and personal development).
About Carbon’s Self-Managed Superannuation Services
With so many rules and regulations around super, it’s important to have an adviser by your side who knows what they’re doing. As leading specialists in the SMSF field, there’s no such thing as a stupid question. Our dedicated super team will not only help you understand and satisfy the SMSF’s reporting obligations to the ATO, but we will ensure you’re meeting your responsibilities as a trustee of an SMSF. Get in touch with Poonam today!