Kathy Carberry is our principal adviser on accounting and taxation including all matters SMSF.
Kathy is a chartered accountant and registered tax agent with over 25 years experience in professional practice. During that time, she has worked closely with small business and also has extensive experience working with SMSFs.
Kathryn Carberry is Limited Authorised Representative 1247431 of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 002.
Merit Wealth Pty Ltd Privacy Statement can be viewed here.
As a Limited Authorised Representative Kathy is able to assist you with SMSF related enquiries including Establishing an SMSF.
Kathy is also a registered SMSF auditor.
You can view our Financial Services Guide (FSG) here.
MON TO FRI 9AM - 5PM
03 9859 8117
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PO Box 623
Balwyn North, Vic, 3104