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TOM SURMAN

Accounting Partner

BCom(Accounting), GraDip(FinPlan), CA

contact: tsurman@accodex.com.au

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SERVICES

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Bookkeeping

Outsourced bookkeeping to manage your daily transactions

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Compliance

Personal and business tax returns

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Financial Advisory

Business guidance and coaching

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Financial Planning

Get on top of your business

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Xero

Complete software integration

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Cryptocurrency

Invest, invest, invest

Need someone to sort out your accounting?

BIOGRAPHY

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Nearly a decade of experience under his belt, Tom Surman has proven time and time again, the love he has for accounting and finance; and most importantly, the joy he experiences when working with clients. Tom began his career as a humble Accountant, working for Le Cornu Lewis Hancock ; an established Chartered Accounting firm in Adelaide.

 

During his 5 year employment, Tom’s role involved a broad range of responsibilities; from preparation of financial statements to providing ongoing accounting and financial support to colleagues and clients alike. His time at Le Cornu Lewis Hancock coming to an end, Tom decided to pursue a role that permits him to utilise his financial expertise and stumbled across the financial advisory firm, Money Options .

 

Now with 5 years of industry experience attained, he was offered a dual Role working for Money Options as a Chartered Accountant and also as Financial Planner & Registered Tax Agent. After one and a half years within this position, Tom was able to build a substantial clientele base from both his Accounting and Finance experience. It was after this point that he was firm in his decision to be self-employed.

 

Looking for an opportunity to provide his expertise and skills to a rich selection of clients, Tom had sought out Accodex and shortly came on-board as our Accounting Partner.

 

Now, beginning the next chapter of his career with us, Tom will be working closely with our clients in helping them build financially sustainable businesses through financial advisory and taxation. Passionate and always genuinely concerned for the wellbeing of his clients, Accodex Partners is very excited in welcoming Tom to our team.

CREDENTIALS

Experience

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  • Accodex Partners – Accounting Partner

 

  • Money Options – Chartered Accountant, Financial Planner, Registered Tax Agent

 

  • Le Cornu Lewis Hancock – Chartered Accountant

Qualification

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  • Kaplan Professional  – Diploma of Financial Planning, Financial Planning & Services

 

  • Chartered Accountants Australia & New Zealand – Chartered Accountants Program

 

  • University of Adelaide – Bachelor of Commerce (Accounting & Corporate Finance)

 

  • Xero – Certified Xero Advisor

Get your business back on track!

Written by Tom

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