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 an exceptionally qualified SMSF Advisor with an SSA® Specialist Advisor accreditation; from highly renowned SMSF Association. She has the expertise to assist clients with every aspect of their SMSF, from setup to managing, and investing in Self-Managed Super Funds.

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.