How We Can Assist You
We can help and guide you in the following areas -
Advising whether a SMSF is appropriate for you and your circumstances
Tailoring a solution for your personal needs
Advice and strategies
Legislative and compliance updates
Regular reviews to keep you on track.
The first step in your financial freedom
Please give the team a call on (03) 9543 5660 and have a chat to see if we can help you.
Tiffany Galbraith - Strategic Adviser
Diploma of Financial Planning
Tiffany specialises in Self Managed Superannuation Fund (SMSF) accounting/ tax and personal tax, SMSF audits and other small audits, she also runs the Audit department. Tiffany also oversees the tax share department, this involves compiling share histories for clients to enable capital gains calculations to be performed and maintaining share registries for tax and Super fund clients.
Qualifications and memberships
- Public Practice Certificate – CPA Australia
- Tax Agent – National Tax Agents Board
- CPA – CPA Australia
- Bachelor of Business – Victoria College
Tiffany Galbraith is Authorised Representative 1240670 of Meridian Wealth Management Pty Ltd (ABN 12 110 510 015) Australian Financial Service Licence 446448