Jackie Wyatt
Principal
Jackie is a highly experienced Accountant and Business Advisor. As Principal at Strategic Wealth Services, Jackie leads the Accounting and Business Services division. Jackie and the accounting team provide tax and business advisory services to a range of clients including sole traders, small to medium businesses, companies, trusts, partnerships, deceased estates and not for profit organisations.
Clients value Jackie’s strategic guidance and support in helping them manage their business or organisation, gaining financial clarity and a platform for making informed decisions.
In her role as Principal, Jackie supports the Managing Directors in guiding the strategic direction of the firm. With her natural leadership skills, Jackie oversees the day-to-day management of the operational functions of the business to ensure delivery of a positive client experience.
Jackie is a strong communicator, life-long learner and enjoys the challenge of problem solving and deeply values working alongside clients and the Strategic team.
After hours, Jackie enjoys the outdoors, social gatherings, travel and Melbourne’s food scene. For relaxation, Jackie plays tennis, reads and listens to music. She is also a committed volunteer holding the position of Treasurer at her local tennis club and as a member of the Genazzano College finance committee.
Expertise
- Accounting
- Tax Returns for individuals, companies, trusts, partnerships & estates
- Tax Planning
- Tax Advisory
- Business Advisory
- Budgeting & Cashflow Management
- Structuring Advice
- Asset Protection & Risk Advisory
- Estate Planning
- Payroll Tax
- Land Tax
- ASIC Compliance
Credentials
- Master of Commerce (Accounting)
- Bachelor of Arts (Humanities)
- Member CPA Australia
- Associate Member Tax Institute
- Registered Tax Agent Tax Practitioners Board
- Xero Certified Advisor
- Xero Payroll Certified Advisor