Summary

B. Fin. Admin, CPA, SMSF Specialist Advisor, Merit Wealth Representative, Advanced Diploma in Accounting, Diploma Financial Planning. Passionate about estate planning and effective tax structures Fiona uses her 23 years of experience to help protect your assets and minimise tax. A Self-Managed Super Funds Specialist Fiona has the knowledge and contacts to look after your savings, from guiding your self-managed super fund, to providing high-level taxation and planning advice. Away from work, Fiona loves the bush and beaches of the Coffs Coast, the friendly communities and easy-going lifestyle.