Joan Tran is known for her precision, depth of knowledge, and supportive approach to client relationships. A Chartered Accountant with a Bachelor of Commerce in Finance and Accounting from Melbourne University, she has been part of Bourne & Weir since 2019 and is valued for her attention to detail and deep technical knowledge.

Joan's expertise spans tax and business services, including the preparation of tax returns and financial reporting for individuals, trusts, and companies. With a special interest in CGT and GST Tax obligations, she manages compliance for clients with investment portfolios, supports bookkeeping and Xero integration, and provides management accounting services such as budgeting and forecasting to guide informed decision-making.

With experience across a wide range of industries, Joan combines technical skill with practical insight, helping clients meet their obligations while planning confidently for the future.