We brings together the expertise of specialists to provide cost-effective and practical financial advice solutions for you.


(03) 9896 5100

Surrey Hills, VIC, 3127


Introducing specialist tax adviser, Mark Morris

Strategic Wealth Services is a team of highly experienced business and accounting professionals with expertise across financial planning, accounting, tax, superannuation and business advice. We also partner with other specialists through a comprehensive network of business associates to ensure we offer the holistic solutions and strategies that are right for you and your business.
We’re pleased to now introduce the latest addition to our network of business associates – Mark Morris, Principal of specialist tax training and consulting practice, Morris and Associates.
With over 37 years’ experience as a public practitioner and educator in accounting and tax services, Mark adds immeasurable depth of expertise to our already highly experienced accounting, tax and business advisory team. Formerly a Professor of Tax Practice at Latrobe University’s Business School, Mark is a registered tax agent, a member of CPA Australia and the Tax Institute, been admitted to practice as a solicitor in Victoria, and held a number of senior appointments in Chartered Accounting, industry and with professional bodies. These include Senior Tax Counsel at CPA Australia and Senior Tax Trainer at Chartered Accountants Australia and New Zealand.
We’re delighted to now make available to our clients a person of Mark’s standing and expertise. With a passion for tax training and explaining tax developments from a practical and commercial perspective, Mark will work with, and be a technical resource for, our team of accounting, tax and business advisory professionals to ensure we continue to identify and implement cost-effective solutions designed to enhance and protect your financial wellbeing today and into the future.
We look forward to partnering with Mark to continue deliver the services and expertise you rely on. Whether it be accounting or tax services, business or succession planning, mergers and acquisition advice, or asset protection, we’ve got the experts who can help – give us a call on (03) 9896 5100.

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