Elissa Jepp
Client Services Officer / Executive Assistant at Fortuna Advisory Group - Balcatta, WAU, AU
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Perth, Western Australia, Australia
Fortuna Advisory Group
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Fortuna Advisory Group was born to create the joy that comes from seeing financial dreams become a life reality. A conglomerate of professional service providers, we believe that financial understanding and security are often keys that enable this. Our work brings people on a journey with us empowering businesses and individuals to reach their full potential, while positively impacting the lives of business owners, their teams, customers, and society itself. Our office in Perth is located in Balcatta and with a branch office in Carnarvon, we demonstrate our belief by providing award-winning solutions in the areas of Accounting & Tax Advisory, Finance & Mortgage Broking, Legal Services and Wealth Management. Underpinning our existence is our strong believe in giving back to society through our philanthropic arm – The Fortuna Foundation.Some of the awards that we have had the priviledge of receiving include Boutique Firm of the Year 2020 (by Accountants Daily), MultiService Firm of the Year 2019 (Accountants Daily), Teltra Business Awards FInalist 2019, IABCA SME of the Year 2018, Stirling Business Awards Winner 2017, Telstra Business Awards 2016 etc#fortunafoundation #businessadvisory #taxplanning #taxspecialists #accountingperth #bookkeeping #legalservices #financialadvisors #financialplanning #wealthmanagement #superfunds #smsf #mortgagebroking #topaccountantsperth