Key Personnel

DAVID BRETT - VERONICA BRUCE - MICHELLE GEDDES

DAVID BRETT - CPA; SMSF Specialist; B Bus; MTax; CTA; Dip FS;  

DIRECTOR 

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.

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:

  • Medical
  • Dental
  • Pharmacy
  • Property Development.

Contact David on 02 6652 3160 or email dbrett@bbv.com.au

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VERONICA BRUCE – MTax & FP (UNSW); B Bus; CPA; SMSF Specialist; Dip FS (FP)

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.

Contact Veronica by phone on 02 6652 3160 or email vbruce@bbv.com.au

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MICHELLE GEDDES - CA; SMSF Specialist; B Fin Admin; MTax; CTA

SENIOR ASSOCIATE

Michelle has been in the accounting and taxation industry since 1995 having started her degree in 1993. After qualifying she moved to the UK and was employed as a senior management accountant with a large multinational firm, before returning to Australia to take up a position in public practice.

As a member of the Institute of Chartered Accountants (CA), Michelle also has a Masters Degree in Taxation from the University of NSW, is a Chartered Tax Adviser and an ICAA registered Self Managed Super Fund Specialist.

Michelle is experienced in all areas of taxation including superannuation, and is committed to providing the highest level of professional expertise to her clients. She has a particular focus on attending to the accounting and financial needs of the medical and dental community with whom she has a close professional relationship.

Contact Michelle by phone on 02 6652 3160 or email mgeddes@bbv.com.au

 

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