JL

Jacklyn Li

SMSF Audit Manager at Partners Wealth Group

Jacklyn Li CPA is an accomplished professional with extensive experience in the superannuation sector, currently serving as SMSF Audit Manager at Partners Wealth Group since January 2019, following roles as Senior SMSF Auditor and SMSF Audit Supervisor. Prior experience includes working as an SMSF Accountant and registered Auditor at Superannuation Warehouse Australia Pty Ltd, where Jacklyn demonstrated expertise in performing timely audits and staying current with SMSF regulations. Earlier roles include positions as an English Tutor at IELTs Training and Accountant/Finance Liaison at REACH Melbourne University, where responsibilities included bookkeeping, strategic planning, and interdepartmental coordination. Jacklyn began a career in accounting and finance through an internship at Novotel Melbourne on Collins, gaining hands-on experience in accounts receivable and payable, financial analysis, and payroll management. Jacklyn holds a Bachelor’s Degree in Commerce, majoring in Accounting and Finance, from the University of Melbourne.

Location

Melbourne, Australia

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Partners Wealth Group

Helping you to navigate life's financial decisions. Partners Wealth Group is a diversified wealth management business offering financial advice, investments, superannuation, lending and legal solutions. We believe in the power of personalised advice and collaboration to deliver tailored, innovative wealth solutions to help clients achieve their financial and lifestyle goals. A genuine approach to collaboration is at the heart of our philosophy of being stronger together; this is encapsulated in our logo of three geese flying together in formation, representing our clients, our partners and ourselves working together for better outcomes.​ Learn more about us https://www.pwg.com.au/


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51-200

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