Client care is the initial contact point of the business, and it is my role to manage the client experience for both Private Wealth and Maddern Accountants
Marion Szumski
Marion Szumski
Marion is originally from Germany and migrated with her family when she was 6.
She worked in the Corporate Sector for 15 years as a Product Manager and Account Manager with Amcor and Telstra.
She took a break to have a family and follow her Executive husband to various job locations around Australia.
She joined the CBA 4 years ago and worked in various areas related to Customer Service roles before joining MFA.
Marion brings with her a wealth of experience in Customer Service.
Q: Who is my Role Model?
My Parents – They left all their family behind and came to Australia to ensure that their Children had a better life than they did.
Q: What are my personal interests?
Playing squash, running, gardening, and reading a good book.
Q: What is a quote that I live by?
Do not go where the path may lead, go instead where there is no path and leave a trail.
As a Director and Partner of the Accounting firm I have at the front of my mind the values of thoroughness, efficiency, integrity, service and total commitment to my Clients.
Lisa Morgan
Lisa Morgan
Qualifications: B.Ec., ADFS (FP)., CA., CPA., FChFP.
Affliations and Memberships: CA., CPA., AFA.
Lisa Morgan is a taxation specialist, with extensive experience in small business tax and compliance matters.
Lisa is a Fellow Chartered Accountant, a Certified Practising Accountant (CPA) and a Chartered Financial Practitioner. She has a Bachelor of Economics degree with a major in Accounting. Lisa is also a qualified Financial Adviser.
Lisa and her team at Maddern Accountants work closely with Maddern Private Wealth's financial planning specialists, to ensure the best possible alignment of tax-effective and investment strategies for clients.
Lisa enjoys working for a team with a strong focus on client relationships and a diversified suite of integrated services.
Q: Who is my Role model?
Actually nobody famous. People who are closest to me.
Q: What are my personal interests?
My Family
Q: What is a quote that I live by?
'Teach a man to fish and you feed him for a lifetime.'Man is so made that when anything fires his soul, impossibilities vanish.' If you want to change the way that people respond to you, change the way you respond to people.' 'Determine never to be idle....it is wonderful how much may be done if we are all doing.'
I have made Accounting my career and I enjoy the professionalism and exceptional commitment that Maddern Accounting has to our Clients.
Joo Bee Tan
Joo Bee Tan
Qualifications: B Bus & Comm. (Acct)
Affiliations and Memberships: ICAA, CPA
Joo Bee is an accountant who enjoys delivering excellent service to her clients. Specialising in individual, company, trust, partnership and self managed superannuation fund tax returns, Joo Bee liaises closely with Lisa Morgan and the financial planning team to ensure the best tax-effective results for Maddern Accounting clients.
Originally from Malaysia, Joo Bee completed her Bachelor of Business and Commerce, majoring in Accounting at Monash University. She is currently pursuing her Chartered Accounting qualifications.
Q: What are my personal interests?
Reading and watching movies for leisure. I also enjoy going to the gym.
Q: A perfect weekend would be?
......waking up to the sound of the waves by the beach. Staying in a beach house that overlooks the water. Relaxing with a coffee by the beach and with good company.
Q: If I were a book, I would be.....
Li Cunxin 'Mao's last Dancer.'
As a professional Chartered Accountant, I take great care in all work that I do.
Bronwynn Betts
Bronwynn Betts
Qualifications: B.Econ (Accounting)., ACA
Bronwynn is a Chartered Accountant who has extensive experience gained in both large and small accounting firms. Bronwynn also brings to Maddern Accountants International work experience in Hong Kong and the United Kingdom.
Bronwynn specialises in small business accounting and taxation, and works closely with the Maddern team to obtain the best outcome for her clients.
Q: Who is my Role Model?
Not one person. I try to be a positive role model to my children and those around me.
Q: What are my personal interests?
My Family, travelling, reading and watching the Wallabies.
Q: What is a quote that I live by?
'Success does not consist in never making blunders, but in never making the same one the second time'. - H. W. Shaw
I am committed to bookeeping and accounting as my chosen profession
Trinh Tran
Trinh Tran
Qualifications: B Bus (Acct)
An experienced bookkeeper, Trinh has experience in the flexible packaging Industry, dealing with major nationwide clientele such as Australia Post, National Australia Bank and Qantas.
Trinh specialises in accounts receivable, accounts payable, payroll and BAS. Trinh holds a Bachelor of Business with a major in Accounting from Victoria University.
Her passion for business is also shown by Trinh’s personal interest in property Investment.
She also enjoys cooking Vietnamese food at home, and helping her niece and nephew with their studies
.
Q: What are my personal interests?
Cooking, reading, property investment and watching movies.
Q: A perfect weekend would be........
Going away to the countryside with my boyfriend.
Q: If I am a book, I would be........
Judas Kisses by Donna Carson
I see myself as a specialist SMSF administrator. I work within the Accounting SMSF 'Centre of Excellence.'
Jai Singh
Jai Singh
Qualifications: Dip. Acct
Jai is a specialist in administration of self managed super funds and SMSF accounting. In his previous position, he led the SMSF team at GoldmanSachs JBWere as a fund accountant.
Jai has completed his Advanced Diploma in Accounting, and a specialty course for SMSFs. He now works closely with Lisa Morgan and Joo Bee Tan, making sure our SMSF clients' accounting requirements are fulfilled.
Jai came to Australia from Fiji in 1990. He is a big fan of the Penrith Panthers (NRL) and international soccer. He also enjoys developing his social network and travelling.
Q: Who is my Role model?
My Mother
Q: What are my personal interests?
Social networking, travelling, International soccer, and Rugby League - a big fan of the Penrith Panthers.
Q: A perfect weekend would be........
Camping on the beach with Family and friends
As an experienced sole trader, and having worked as a bookkeeper, I believe that my skills complement the skills of other team members of Maddern Accountants. We are all committed to excellence in client care.
Trish Tran
Trish Tran
Trish is responsible for bookkeeping , and ensuring that clients are well informed. Furthermore, Trish is also responsible for general administrative duties around the office. Trish has extensive experience with small business, especially in the hospitality Industry. Trish established and ran her own restaurant for over six years, prior to this Trish worked as a bookkeeper with an Accounting firm. With this background, Trish aims to work efficiently, effectively, and hand in hand with Maddern Accountants to ensure that clients can benefit from professional services.
Q: A perfect weekend would be.............
Spending time with loved ones - relaxed, have good laughs, and not to worry about anything else!
Q: What is a quote that I live by?
Be who you are and say what you feel because those who mind don't matter, and those who matter don't mind.
Q: What are my personal interests?
Many! It's a matter of having the time. Just to name a few: travelling, gardening, playing sports, reading, movies, and music.
