Director, Chartered Accountant, Tax Adviser and Certified Financial Planner
Jodie joined Ken Wild to commence Veritas Wealth Solutions Pty Ltd in 2012 after retiring from her previous business, Joyce Dickson Chartered Accountants. Jodie is an expert in all areas of Investment Portfolio Construction, Financial Planning, Accounting Services and Advice, Taxation and Self-Managed Superannuation Funds. Jodie has over 28 years’ experience as an Accountant and 20 years’ experience as an SMSF adviser, advising Canberra clients in all aspects of taxation, including superannuation laws, taxation laws, fringe benefits tax, GST, capital gains and small business concessions. Jodie has a passion for advising SMSF and small businesses ensuring the most tax effective structures and strategies.
Jodie is a Chartered Accountant, has completed a Bachelor of Business in Accounting, Graduate Diploma in Financial Planning, a Certificate in Mortgage Broking and is a Specialist SMSF Adviser (SMSF Association). Jodie is also a Certified Financial Planner (CFP®) and is a Representative of Veritas Wealth Solutions.