Vicki commenced working with Kennedy Saunders Accountants in September 1992.
Vicki has a Diploma of Financial Planning and has attained her Authorised Representative status with Financial Services Partners. Vicki is also an affiliated member of the FPA and a registered tax agent.
Vicki has extensive experience in accounting and taxation issues for companies, trusts, partnerships and individuals and specializes in assisting small business with their accounting requirements
At Kennedy Saunders we offer a range of advice services to cater to the broad needs of individuals and business owners in various stages, as well as strategies that focus on the important single life events that impact your financial well-being or that of your business.
SUPERANNUATION & RETIREMENT PLANNING
- New Superannuation Accounts
- Consolidation of superannuation
- Asset allocation
- Retirement Income Streams
- Income Protection
- Life and Total and Permanent Disability
- Investment Strategies
- Cashflow management
- Tax benefit strategies