Veronica has been involved in Public Practice since 1985. She has a business degree with a major in accounting, is a Certified Practising Accountant (CPA), a designated CPA SMSF Specialist, a Chartered Accountant (CA), and has a Masters Degree in Taxation and Financial Planning from the University of NSW. In addition, Veronica has been involved in Financial Planning since 2006 and has a Diploma in Financial Services (Financial Planning) and is licensed through Capstone Financial Planning Pty Ltd to provide financial advice in creating and protecting wealth.
Because Veronica has a strong and varied background in taxation and financial services and many years of experience, she looks beyond basic financial planning to integrate her knowledge of both accounting and taxation, risk, insurance, equities, and superannuation with the goal for maximising financial potential and bringing client goals to the forefront of their minds.
Veronica assists clients achieve their financial freedom by providing tailored advice -
- Tax effective and goal orientated strategies
- Investments, deposits, etc
- Superannuation, SMSFs and RSAs
- Personal Insurance
- Margin Lending
- Estate and Succession Planning