Yasser Jaunbocus

SMSF Client Manager

At work

Yasser joined us in November 2020 as SMSF Client Manager. He manages our SMSF portfolio administration, assisting with the division’s growing need for real time reporting and ensuring we achieve the best tax outcomes for our clients. A Chartered Accountant with extensive experience, he is highly qualified in leading SMSF divisions for large scale firms and practices.

Yasser’s career began with an internship with PwC. After completing a Bachelor’s degree majoring in Accounting at Curtin University, he enrolled with the Association of Chartered Certified Accountants (ACCA) in 2012, of which he attained Fellowship in 2019. He then went on to complete both a specialist course in superannuation and a Diploma in Financial Planning. In the near future Yasser looks to undertake the SMSF Specialist Adviser course to further his niche expertise.

Google Reviews
Tim Phillips
Although I have a financial services background, transferring pension assets from the UK to Australia is specialist work, and needs doing 100% right first time.The BDH guys over-delivered with a lot of knowledge, experience and professionalism, which in turn gave me the peace of mind I needed throughout this process.I have absolutely no hesitation in recommending them. BDH exceeded my own high expectations.
Jojo Baxas
They were so responsive and answered all my (sometimes silly) questions. When the pandemic struck and lockdown ensued, they were business as usual and my payment was issued right in the middle of all of that. I have nothing but positives.
Wendy Stone
A service second to none. Friendly, professional and client focused at all times, and more than willing to go the extra mile to ensure customer satisfaction.
Prash Naik
I would highly recommend bdhSterling for high quality and professional advice. They advised me in the UK and Australia and were invaluable.
Shiranth Fernando
For the last three years, I have used bdhSterling to look after my UK pension while waiting to transfer it to Australia. I have found the investment recommendations and advice to be excellent. Communication is effective and financial transactions are undertaken efficiently. Definitely a five-star company.
Bob Crosby
Been with them since 1999 and am yet to find anyone more knowledgeable and helpful. Returns have always been ahead of market averages at a very reasonable price. Fair and open with great staff.

Spotlight questions

What’s the best thing about living in Australia?

The quality of life is the best thing about the country

What’s your best tip for anyone moving to Australia?

Having migrated to Australia myself 12 years ago, it’s well worth it to do the research to choose the correct visa as their requirements change regularly.

What gives you the most satisfaction about your work?

We all share some human connection in our roles, which helps us build trust overtime and achieve positive outcomes overall.

What’s the best thing about working for bdhSterling?

Working alongside other professionals that I can learn from, the room for growth and collaboration from all levels.

When should someone who is moving overseas get financial advice?

6 to 9 months before making the move overseas as there are many factors to take into consideration.

What’s your best financial tip for anyone moving from the UK to Australia?

Research the Australian tax system, as well as the cost of living, renting etc.