Strategic Business Accounting, Done Differently

At Fusion Financial, we provide trusted accounting and tax solutions and advice to meet your needs both now and into the future.
*Custom Solutions Tailored To You

By Supporting Your Financial Goals, We’ll Give You Back More of the Things That Matter

Minimise Your ATO Tax Bill and Obligations

You earned your money so we’ll help you keep more of it.

Achieve Practical and Strategic Financial Goals

Fulfil your professional and personal goals on your terms.

Set Yourself up for Future Financial Success

Dream big and enjoy financial clarity without worry.

Free up the Time You’re Spending on Accounting

Start focusing your time on your business or family instead.

An Accounting Firm That Goes The Extra Mile

Whilst most accountants do a great job of bookkeeping and checking your numbers once a year, it takes a strategic accounting firm to understand the health of your finances and make the most of growth opportunities.

You may find yourself asking……

At Fusion Financial, we provide the deep insights you need to take meaningful, yet practical, steps to positively impact your personal and professional financial position.
*Custom Solutions Tailored To You

How Can We Help You?

We provide clear, practical solutions for tax, accounting, and bookkeeping services so you can spend less time trying to interpret the numbers and more time focusing on your business, your family and the things that matter most to you.

Advisory Services

We’ll help keep more money in your pocket with strategic tax advice to create, grow, and protect your wealth.

Bookkeeping Services

We’ll take a strategic look at your financial situation so you can make decisions with xonfidence now and in the future.

Personal Tax & Financials

We’ll manage the nuts and bolts of your personal and business finances so you spend less time managing the books and more time running the show.

Business Compliance

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Big Firm Results. Boutique Firm Service.

Whether you’re familiar with accounting and finance processes and practices or a complete novice, we can provide the confidence you need to make financial decisions that offer minimal risk and keep more money in your pocket. And we will be with you the whole way.

We Offer Strategic Roadmaps

Our accounting solutions go beyond sending you a tax bill at the end of the financial year. Your financial health and the growth of your business depends on the quality of your financial support, so we’ll help you improve your ability to scale.

We Provide Honest and Transparent Advice

Without unnecessary jargon or complicated language, we offer clear, simple, easy-to-understand advice designed to help you achieve your goals.

We Value Real Partnerships

We treat you like a human being, not another number on a spreadsheet or a set of accounts. We get to know you, your business, what makes you tick, and what really matters.

We Help You Unlock More Time

Money talks, but time is what really matters. On top of showing you how to structure your personal and/or business finances to reduce costs and shrink your tax bill, we’ll help streamline your financial obligations and give you more time to spend on the things that matter.

*Custom Solutions Tailored To You

Professional Associations


Professional Associations


What Our Clients Say About Us


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Marc John



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Katherine Thompson

CEO, Brimmington Heights


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Sara Stripes

Manager, Summers TECH


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Brenda Kerr

CEO, Brimmington Heights

Take Control of Your Finances, Minimise the Amount of Tax You Have to Pay & Find the Confidence to Grow Your Business

If you’re ready to take the first step towards building a better business and enjoying financial freedom, we’re here for you.
*Custom Solutions Tailored To You

Top 10 Financial Mistakes and How to Avoid Them

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Top 10 Financial Mistakes and How to Avoid Them

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Privacy Policy

Fusion Financial & Accounting Services is committed to treating the personal information we collect in accordance with the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth) (the Privacy Act). This policy outlines how we handle your personal information.

Personal information we collect

The types of personal information we collect depend on the nature of the services we are providing to you. Personal information may include:

  • General identification information such as names, date of birth, gender and occupation.
  • Contact details such as address, email address, phone and mobile phone number.
  • Payment details including PAYG Payment Summaries, payslips, and other income earning information, for example payment summaries from your employer and super fund, statements from banks and financial institutions showing interest received, employment termination payment summaries, receipts for gifts, donations and work-related expenses.
  • Information contained in identification documents such as passport or driver’s licence.
  • Government-issued identification numbers such as tax file numbers.
  • Financial information such as credit card and bank account details, shareholdings and details of investments (eg., if you have shares, units, managed funds or other investments, details of dividend payments and distributions from managed funds, any investment gains or losses from the disposal of shares, units and rental properties, including associated income and expenditure).
  • Details of superannuation and insurance arrangements.

It may also be necessary in some circumstances for us to collect sensitive Information about you in order to deliver the specific service to you. Sensitive Information may include information about a person’s race, disability, ethnic origin, political opinions, health, religious or criminal history. We will only collect and use sensitive information with your consent, in accordance with applicable laws or in a de-identified aggregated manner.

You might need to provide personal information about other individuals to us (eg., about your spouse or dependants). If so, we rely on you to have informed those individuals that you are giving their personal information to us, to have advised them about this Privacy Policy and how they can obtain a copy of it and that you have the necessary authority to provide that personal information to us.

How we collect personal information

Personal information is primarily obtained from direct interaction with you, including consultations, correspondence (including via email), by telephone and from the use of our website. In some circumstances we may be provided with information by third parties (ie. The Australian Taxation Office).

Holding personal information

We hold personal information in both electronic and hard copy. In some cases, we engage third parties to host electronic data on our behalf. We take security measures to protect the personal information we hold which includes physical controls (eg. storage of physical records in lockable cabinets) as well as technological controls (eg. restriction of access, single sign on password management). We also have policies and processes which govern document retention and data breach incidents.

We endeavour to maintain the currency of the personal information held. If you find that the information we have is not up to date or is inaccurate, please advise us as soon as practicable so we can update our records and ensure we can continue to provide quality services to you. Where data is deemed irrelevant or excessive, we will delete or anonymise as soon as reasonably practicable. However, some personal information may be retained for varying time periods to ensure we comply with legal and regulatory obligations and for other legitimate business reasons.

Purpose for collecting, holding, using or disclosing

We collect your personal information for the primary purpose of providing our services to you. We may also use your personal information for secondary purposes closely related to the primary purpose, such as email communication campaigns. You may unsubscribe from our mailing/marketing lists at any time by contacting us in writing.

When we collect personal information, we will, where appropriate and where possible, explain to you why we are collecting the information and how we plan to use it.

Disclosure of personal information

Your personal information may be disclosed in a number of circumstances, primarily:

  • to third parties where you consent to the use or disclosure; and
  • where required or authorised by law.

Accessing your personal information

You may access the personal information we hold about you and to update and/or correct it, subject to certain exceptions. If you wish to access your personal information, please contact us in writing. We may charge you reasonable costs for providing you access to your personal information. In order to protect your personal information, we may require identification from you before releasing the requested information.

Policy Updates

This Policy may change from time to time and is available on our website.

Privacy Policy Complaints and Enquiries

If you have any queries or complaints about our Privacy Policy, please contact us at:

Postal Address: PO Box 19, Mentone VIC 3194
Phone: +61 438 549 257