Wealth Fusion is the brainchild of Debbie Hudson who as an experienced financial adviser wanted to ensure that tailor made holistic advice was provided to her valued clients. With this in mind Wealth Fusion was born and opened its doors on the 18th June 2012. Wealth Fusion ensures the advice and recommendations offered are tailored to suit personal circumstances, needs, objectives and ultimately financial goals.
Director of Wealth FusionDebbie Hudson
Debbie is an accomplished strategic Financial Adviser, with over 24 years experience within the financial services industry. She is the holder of an Advanced Diploma in Financial Planning, FChFP plus many other related qualifications, and has performed the role of Adviser for the past 12 years. Debbie’s experience in the industry, which also includes 7 years as Compliance Manager in the UK, has given her the advantage of being able to understand the needs of her clients, great communication skills and ultimately the provision of outstanding service.
Debbie also possesses a detailed knowledge of the principals of ‘Self-Managed Superannuation’ funds, which provides for the foundation on which to build strategic advice she now offers to clients, who range from Accumulators to Retirees. Everyone at Wealth Fusion prides themselves in excellent Customer Service and the provision of the best advice possible, whether it be Insurance and taxation, structuring or lifestyle advice.
Financial PlannerHeather Jensen
My aim is to help you have a bright financial future.
Providing advice on all areas of financial planning including wealth creation, cashflow, review of superannuation, strategies to mitigate risk, estate planning, transition to retirement strategies and self-managed superannuation fund advice.
Authorised Representative of Paragem Pty Ltd AFSL 297276.
Senior Client Service ManagerSarah Murray
Sarah joined Wealth Fusion in July 2013 as a Client Service Manager. She has over 15 years’ experience within the Financial Services industry.
Sarah is responsible for ensuring that all administrative functions are completed efficiently and to Wealth Fusions’ extremely high standards. Sarah has also recently been promoted to a more Senior role and helps with the smooth running of the business.
With a bubbly personality Sarah is very social, but most of all, she loves being a mum to her two beautiful girls.
Client Service ManagerLisa Bircher
With over 11 years’ experience in financial planning and accounting, Lisa’s forte is looking after our new clients and implementing their financial plan.
Lisa gets a kick out of being able to help young families find financial security. As a wife and mother with young children herself, this comes naturally, and she genuinely succeeds in balancing her work with her desire to spend time with her family.
Lisa loves coffee and is also a trained barista.