Book a FREE Call and Start Making Confident Financial Decisions That Minimise Risk and Keep More Money in Your Pocket

This obligation-free call will help you learn how to structure your personal or professional finances to reduce costs, streamline your financial obligations and bring down your tax bill.

In a 15-minute call with one of our experienced team members, we’ll discuss your financial goals and leave you with a custom strategy to help you take action and benefit from accounting advice tailored to you!

*Custom Solutions Tailored To You

Strategic personal and business accounting advice and support that makes a real difference


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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

*Custom Solutions Tailored To You

Everyone’s Financial Situation Is Unique… That’s Why We Don’t Offer One-Size-Fits-All Accounting Advice

If you’ve worked with an accountant before, chances are you feel heard and supported when tax time is around the corner… but on your own for the rest of the year.

The average accountant can help you navigate the ATO at tax time and check your books for yearly compliance, but they don’t offer strategic support to help you make the most of your money all year round. Your financial situation will change from month to month, so a traditional accountant can’t deliver the support you need to make the most of growth opportunities.

At Fusion Financial, we believe in clear, practical and jargon-free solutions to support your tax, accounting and bookkeeping needs.

*Custom Solutions Tailored To You

On This FREE Strategy Call, We’ll Explore the Strategies Available to You to Help Deliver Financial Clarity

Here’s what’s going to happen on your call…

We’ll chat about your financial goals

Whether you’re experienced with financial processes or just getting up to speed, we’ll consider your future targets. Whether that’s bringing down your annual tax bill, putting your money to work to avoid cash flow problems, or structuring your business

Zero-cost advice

Next, we’ll provide complimentary advice to help you overcome the major challenges you’re facing. This could be too much time spent managing the nuts and bolts of your business when you could be working on high-level tasks instead, failing to understand your tax deduction opportunities, or financial structures that impact your ability to scale.

A 100% custom strategy tailored to your needs

Once we’ve learned about your financial position and future goals, we’ll show you a strategic roadmap to move from where you are to where you want to be. This could be related to your tax obligations, bookkeeping practices, or strategic advice to help you fulfil your personal and professional goals. Your business and financial situation is unique, so our advice will be too.

A serious boost of confidence going forward

Whether you choose to work with us or not, you’ll leave this call with confidence. We’ll share our extensive experience, fully tailored to your personal and professional situation, so you can move forward feeling in control of your finances and excited for the future.

Are You Ready To Take The First Step Towards Building a Better Business and Enjoying Financial Freedom?

Book a FREE strategy call with a Fusion Financial Strategic Accountant and take control of your finances and future.

*Custom Solutions Tailored To You

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