Poonam Di lorio, CA SSA Dip FS

Poonam Di lorio - Carbon Group

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Poonam Di Iorio, CA SSA Dip FS

Head of Superannuation

Poonam is a Chartered Accountant, SMSF Accredited Specialist and Financial Planner with over 18 years of experience in public practice and a Bachelor of Commerce in Professional Accounting and Finance. Before joining Carbon, Poonam was a Director at a well-respected middle-tier firm and lead up their SMSF advice business in Perth. She’s well respected across the SMSF and wealth management industries and is a true asset to our team.

After working in business advisory, Poonam saw firsthand how dedicated business owners are to their company and employees. Many of these business owners are so busy working either in or on their business they don’t pay much attention to their own personal and financial goals. They don’t think about superannuation as a vehicle to fund a great retirement. This is when she decided to become an SMSF Specialist and learn the ins and outs of superannuation.

Poonam’s goal in her role as an advisor is to empower and change lives “one family at a time”, so they are financially free to do the things that matter to them.

Business tip from Poonam

  1. Always start with and know your WHY! Do something you truly care about.
  2. Surround yourself with the right people that will help you achieve your goals.
  3. Pay attention to your superannuation, it is concessionally taxed which makes it a powerful retirement vehicle.

Get to know Poonam

Originally born in Nairobi, Kenya, Poonam migrated to Australia in January 2002. She speaks five languages and is currently learning her sixth (Italian). Poonam is very active in millennial (Gen Y), Gen Z and women’s interest groups and has a special interest in improving the financial literacy of those focus groups. She’s actively involved in 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).

Outside of work you can find Poonam spending time with her family, catching up with friends over brunch, reading or relaxing by the beach. As if she wasn’t already very busy, Poonam also takes part in a bi-annual Hip Hop showcase (which we’re expecting an invite to!).

Albert Einstein once said, “Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn't, pays it.”

Poonam,Di lorio

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