Lisa Morgan, accountant at Maddern Financial Advisers. Woman smiling directly into camera sitting at her desk in front of her computer.
Qualifications, Affiliations and Memberships


B.Ec., ADFS (FP)., FCA., CPA., FChFP.


Affliliations and Memberships:


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.