John has a Bachelor of Business (Accounting) from Charles Sturt University. John has over 42 years’ experience in small business and individual tax advisory. He has worked in London and worked for one of the big 4 business advisory accounting firms in Australia.
He established and ran his own tax advisory and accounting firm from 1998 until merging with us in July 2023.
Adam joined our team in January 2023 on a full-time basis. He started his Self-Managed Superannuation Fund career with Veritas Wealth Solutions.
Adam holds a Bachelor of Accounting and a Bachelor of Statistics, both from the Australian National University and he is working towards a qualification with CPA.
Aman began as part of Veritas Wealth Solutions’ Team on a full time basis in January 2023. She started her Self-managed super fund career with Veritas Wealth solutions and had some prior taxation experience at a public practice.
She completed her Masters of Business Administration and Masters of Professional Accounting in 2020.
Anette joined our team in November 2020 and is our office manager responsible for overall coordination of a broad range of services that allows our business to operate efficiently. She is our go to person for anything administration. Anette is director of first impressions for our company and is an integral part of our business.
Tracey has been with us since 2013 providing valuable administrative support. She undertakes a broad range of duties providing administrative support for the financial planning side of the business. Tracey also assists in the preparation of financial documents and forms to deliver the highest quality service to our clients.
Tracey’s 25 years’ experience in various administration roles makes her a great asset to our business.
Shammi joined our team on a full time basis in December 2018 with more than five years of experience in Accounting and some prior Taxation experience. She started her Self-Managed Superannuation Fund career with Veritas Wealth Solutions. Shammi completed her Bachelor of Commerce and Financial Management and she is working towards a qualification with CIMA.
Jess joined our team at Veritas in 2013, shortly after completing a Bachelor of Commerce Degree at
the Australian National University. She has more than 10 years’ experience working on Self-Managed
Superannuation Funds, and also has a broad knowledge of personal, trust and company tax returns,
and financial reporting requirements. Jess enjoys all aspects of SMSF taxation and is currently
working toward obtaining her CPA qualification.