Saturday, August 6, 2022

SMSF super star

One piece of advice 

Be yourself in everything that you do. Your branding and the way you run your business is all reflected in your core values.

Your ideal clients will be the ones who connect with you, so identify them early and don’t try to be anyone except yourself.  

With no budget for advertising, she set up her own Facebook page and made video posts for social media. She wrote procedures on the go and built her business one client at a time.

“You just have to back yourself sometimes. There will always be the doubters but sometimes you have to take that risk. I had no money, no loans, I didn’t have equipment or staff. It was my only source of income, so I had to make it work. I literally built it from scratch.”

O’Connor runs a public practice in Perth, Western Australia, specialising in self-managed superannuation funds (SMSF).

Retirees and high-income earners make up most of O’Connor’s client base, but ethical investors, young professionals and small-business owners are also on her books, as are other accountants.

O’Connor began her career in auditing, including a stint with the Office of the Auditor General for Western Australia, before joining a public practice as a taxation accountant.

As well as her licence, O’Connor needed to obtain her Diploma in Financial Planning and public practice certificate through CPA Australia before taking the chance on her dream with an attitude of hard work and creative thinking.

Ref: CPA

0 comments:

"If you are interested, you'll do what's convenient; if you're committed, you'll do whatever it takes." - John Assaraf"
1 332 333