Join us for a free Q&A session to hear Taxation and Accounting Director Amanda Roberts chat to Senior Financial Planner Jerry Reading as they discuss how to navigate the complexities of tax planning, as well as what individuals and investors need to know to help build a solid strategy for long-term financial success.
In the session they'll discuss:
As a bonus for attending our Q&A session, you’ll receive our free comprehensive Year-End Tax Planning Guide, which dives into the specifics of what individuals and business owners need to know to prepare for tax planning time.
Amanda Roberts
Director, McConachie Stedman
McConachie Stedman Director, Amanda Roberts has 20 + years of experience helping clients navigate their taxation, accounting and
business needs across Queensland. She is passionate about her work and loves sharing in her clients’ business and financial journeys,
working with clients from various walks of life and stages, from small businesses and sole traders to large multi-entity organisations
across various industries including childcare, retail, pharmacy, medical and construction.
Jerry Reading
Senior Financial Planner, McConachie Stedman
Authorised Representative No. 1260780
Jerry is an experienced accredited financial planner who is dedicated to helping his clients find practical solutions to achieve their
financial goals. With his extensive knowledge in financial planning, Jerry provides specialised advice in life insurance, investment
portfolios, retirement planning and shares, as well as superannuation.
McConachie Stedman Financial Planning Pty Ltd is a Corporate Authorised Representative of MCS Financial Planning Pty Ltd | ABN 11 677 710 600 | AFSL 560040
General Advice Warning
The material and information included in the Q&A session, including its contents and handouts is provided solely for general
information purposes and is not intended to and does not constitute accounting, taxation, financial or other professional advice.
Whilst all care is taken in the preparation of this material, no warranty, guarantee or representation of the accuracy, timeliness or reliability is given with respect to the information provided or that the information is fit for a particular purpose. McConachie Stedman and any member or employees of McConachie Stedman expressly disclaims any liability arising from the use or reliance on the information provided, the presentation, its contents and any handouts provided.
If you require professional or specialist advice, you should seek professional advice on the financial, legal and taxation implications before making any such decisions.