Wendy Dickson
Director and Representative
Areas of Expertise:
- Self managed superannuation funds
- Taxation of retirement incomes
- Pension streams
- Estate planning
Professional Background:
Wendy has extensive experience in the establishment and structuring of pensions, and self managed superannuation funds. Clients value her knowledge and ability to develop practical solutions in relation to contributions, small business concessions, capital gains tax and eligible termination payments.
Wendy also consults to CPA Australia to review the Superannuation, Retirement Income and Estate Planning Modules of the CPA program for graduate accountants.
Professional Qualifications & Memberships:
- Bachelor of Business (BBus)
- Special Designation in Professional Financial Planning (FPS)
- Certified Practising Accountant (CPA)
- Certified Financial Planner (CFP)
- Member and past chairman of CPA Taxation Discussion Group 4
- Member of Self-Managed Super Fund Professionals' Association of Australia (SPAA)
