Our Wealth Management Team
Veronica Bruce - DIRECTOR / SENIOR FINANCIAL PLANNER
Veronica has been involved in Public Practice since 1985.
Veronica's qualifications include;
- Master of Taxation and Financial Planning (UNSW)
- Bachelor of Business, majoring in Accounting
- Diploma of Financial Services (Financial Planning)
Her memberships include;
- Certified Practising Accountant (CPA)
- Fellow of National Tax & Accountants Association (FNTAA)
With a strong and varied background in taxation, Veronica's areas of specialisation include providing tax effective planning strategies, providing advice of the most suitable structure to use, providing advice on superannuation and SMSFs, fringe benefits tax, state taxes and international taxation.
In addition, as a Financial Adviser of BBV Wealth Management, there is a focus on wealth creation and wealth protection strategies both within and outside the superannuation environment.
David Brett - DIRECTOR / FINANCIAL PLANNER
David has been involved in Public Practice since 1986. He has a business degree with a major in accounting, is a Certified Practising Accountant (CPA), and has a Masters Degree in Taxation from the University of NSW. As a Chartered Taxation Adviser, he is an accredited taxation specialist with the Taxation Institute of Australia and has a Diploma of Financial Planning.
Areas of specialisation include the taxation issues affecting high net worth businesses and individuals, providing advice on tax effective planning strategies, trusts, capital gains tax, self managed superannuation funds and estate planning. David also specialises in the taxation and business issues affecting the following specific industries:
Sarah Chapman - PARAPLANNER
Sarah has a Certificate III in Business Administration and has been working in the Financial Planning industry since 2004. Sarah provides a pivotal role in supporting the Bentley Brett & Vincent Wealth Management team.
BBV Wealth Management Pty Limited is a corporate authorised representative of Securitor Financial Group Ltd and provides financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice. Your Adviser may offer you services through BBV Wealth Management Pty Limited and Bentley Brett & Vincent which are each separate businesses. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Securitor is only responsible for the financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice provided by BBV Wealth Management Pty Limited.
Securitor Financial Group Ltd - ABN 48 009 189 495 - AFSL 240687