Qualifications, Affiliations and Memberships
Qualifications:
B.Ec., ADFS (FP)., FCA., CPA., FChFP.
Affliliations and Memberships:
CA., CPA., AFA.
About:
Lisa Morgan is a taxation specialist, with extensive experience in small business tax, compliance matters and strategic Self Managed Super Fund (SMSF) advice.
Lisa is a Fellow Chartered Accountant (FCA), a Certified Practising Accountant (CPA) and a Fellow Chartered Financial Practitioner (FChFP). She is also accredited as an Associate Member with the peak body for Self Managed Superannuation Professionals; the SMSF Association. Lisa has a Bachelor of Economics degree with a major in Accounting, and an Advanced Diploma of Financial Services. Lisa is also a qualified Financial Adviser.
Lisa and her team at Maddern Accountants work closely with Maddern Financial Advisers 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.
Lisa is a Fellow Chartered Accountant (FCA), a Certified Practising Accountant (CPA) and a Fellow Chartered Financial Practitioner (FChFP). She is also accredited as an Associate Member with the peak body for Self Managed Superannuation Professionals; the SMSF Association. Lisa has a Bachelor of Economics degree with a major in Accounting, and an Advanced Diploma of Financial Services. Lisa is also a qualified Financial Adviser.
Lisa and her team at Maddern Accountants work closely with Maddern Financial Advisers 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.