Summit Financial Advisors Pty Ltd

Accountant · Suite 1, Level 3, 20 Smart Street, CHARLESTOWN NSW 2290, Charlestown

{"cache":{"resources":{"partner-badge-group/partner-badge-group":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"stp","path":"/etc/tags/xero/advisor-directory/cards/specialist/tax/stp","tagID":"xero:advisor-directory/cards/specialist/tax/stp","title":"Single Touch Payroll","description":"Has training and expertise in helping Australian businesses meet ATO’s requirements for single touch payroll.","tagImage":"/content/dam/xero/images/advisors/single-touch-payroll-ad-2021.svg","parentTag":{"name":"tax","path":"/etc/tags/xero/advisor-directory/cards/specialist/tax","tagID":"xero:advisor-directory/cards/specialist/tax","title":"Specialist","description":"Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.","tagImage":"/content/dam/download.png"}},{"name":"implementation","path":"/etc/tags/xero/advisor-directory/cards/specialist/tax/implementation","tagID":"xero:advisor-directory/cards/specialist/tax/implementation","title":"Xero Migration","description":"Has training and expertise in switching clients to Xero.","tagImage":"/content/dam/xero/images/advisors/ico-specialist-migration.svg","parentTag":{"name":"tax","path":"/etc/tags/xero/advisor-directory/cards/specialist/tax","tagID":"xero:advisor-directory/cards/specialist/tax","title":"Specialist","description":"Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.","tagImage":"/content/dam/download.png"}},{"name":"gold-champion","path":"/etc/tags/xero/advisor-directory/cards/partner-status/gold-champion","tagID":"xero:advisor-directory/cards/partner-status/gold-champion","title":"Gold champion partner","description":"The partner has earned this status level (bronze, silver, gold, or platinum) based on the number of Xero clients they serve. If shown, they have also attained Xero champion status by completing training, continuing to add more clients, or using Xero for their practice.","tagImage":"/content/dam/xero/images/advisors/ico-certification-gold.svg","parentTag":{"name":"partner-status","path":"/etc/tags/xero/advisor-directory/cards/partner-status","tagID":"xero:advisor-directory/cards/partner-status","title":"Partner status","description":"This is the description for partner-status","tagImage":"/content/dam/bb8_1.svg"}},{"name":"2010","path":"/etc/tags/xero/advisor-directory/cards/partner-since/2010","tagID":"xero:advisor-directory/cards/partner-since/2010","title":"Partner since 2010","description":"The advisor has been a Xero partner since 2010","tagImage":"/content/dam/xero/images/advisors/ico-experience.svg","parentTag":{"name":"partner-since","path":"/etc/tags/xero/advisor-directory/cards/partner-since","tagID":"xero:advisor-directory/cards/partner-since","title":"Experience","description":"How many years of Xero experience a partner has.","tagImage":"/content/dam/download.png"}},{"name":"xero","path":"/etc/tags/xero/advisor-directory/cards/certification/xero","tagID":"xero:advisor-directory/cards/certification/xero","title":"Xero advisor certified","description":"Has a strong understanding and practical knowledge of how to use Xero with clients.","tagImage":"/content/dam/xero/images/advisors/ico-certification.svg","parentTag":{"name":"certification","path":"/etc/tags/xero/advisor-directory/cards/certification","tagID":"xero:advisor-directory/cards/certification","title":"Certification","description":"Description for certification","tagImage":null}},{"name":"payroll","path":"/etc/tags/xero/advisor-directory/cards/certification/payroll","tagID":"xero:advisor-directory/cards/certification/payroll","title":"Xero payroll certified","description":"Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.","tagImage":"/content/dam/xero/images/advisors/ico-certification.svg","parentTag":{"name":"certification","path":"/etc/tags/xero/advisor-directory/cards/certification","tagID":"xero:advisor-directory/cards/certification","title":"Certification","description":"Description for certification","tagImage":null}}],"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getListingId()":"4212ac1c-21fe-4f30-b109-c6a6d41e3ca3"}},"resourceType":"xero-cms/components/react/partner-badge-group","path":"partner-badge-group","wcmmode":"disabled","queryParameters":"{}"}

About us

Affiliations

Chartered Accountants of Australia & New Zealand

Summit Financial Advisors Pty Ltd: Bank experience

Clients of Summit Financial Advisors Pty Ltd connect to a range of banks via Xero. Summit Financial Advisors Pty Ltd specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

ANZ (AU)
American Express (AU)
Commonwealth Bank CBA (AU)
Greater Bank (AU)
Macquarie (AU)
National Australia Bank NAB (AU)
Newcastle Permanent
St George Bank (AU)
Westpac (AU)
Westpac (AU) - Credit Card

{"cache":{"resources":{"bank-tag-content/bank-tag-content":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDisplayType()":"pills","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getHeading()":"Bank connections","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDescription()":"","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"anz-(au)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/anz-(au)","tagID":"xero:advisor-directory/cards/bank-connections/anz-(au)","title":"ANZ (AU)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"american-express-(au)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/american-express-(au)","tagID":"xero:advisor-directory/cards/bank-connections/american-express-(au)","title":"American Express (AU)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"commonwealth-bank-cba-(au)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/commonwealth-bank-cba-(au)","tagID":"xero:advisor-directory/cards/bank-connections/commonwealth-bank-cba-(au)","title":"Commonwealth Bank CBA (AU)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"greater-bank-(au)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/greater-bank-(au)","tagID":"xero:advisor-directory/cards/bank-connections/greater-bank-(au)","title":"Greater Bank (AU)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"macquarie-(au)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/macquarie-(au)","tagID":"xero:advisor-directory/cards/bank-connections/macquarie-(au)","title":"Macquarie (AU)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"national-australia-bank-nab-(au)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/national-australia-bank-nab-(au)","tagID":"xero:advisor-directory/cards/bank-connections/national-australia-bank-nab-(au)","title":"National Australia Bank NAB (AU)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"newcastle-permanent","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/newcastle-permanent","tagID":"xero:advisor-directory/cards/bank-connections/newcastle-permanent","title":"Newcastle Permanent","description":"","tagImage":"","parentTag":{"title":""}},{"name":"st-george-bank-(au)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/st-george-bank-(au)","tagID":"xero:advisor-directory/cards/bank-connections/st-george-bank-(au)","title":"St George Bank (AU)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"westpac-(au)","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/westpac-(au)","tagID":"xero:advisor-directory/cards/bank-connections/westpac-(au)","title":"Westpac (AU)","description":"","tagImage":"","parentTag":{"title":""}},{"name":"westpac-(au)---credit-card","path":"/etc/tags/xero/advisor-directory/cards/bank-connections/westpac-(au)---credit-card","tagID":"xero:advisor-directory/cards/bank-connections/westpac-(au)---credit-card","title":"Westpac (AU) - Credit Card","description":"","tagImage":"","parentTag":{"title":""}}]}},"resourceType":"xero-cms/components/react/tag-content","path":"bank-tag-content","wcmmode":"disabled","queryParameters":"{}"}

Summit Financial Advisors Pty Ltd: Industry experience

Summit Financial Advisors Pty Ltd works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industry Specialist

{"cache":{"resources":{"industry-tag-specialist-content/industry-tag-specialist-content":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDisplayType()":"tags","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getHeading()":"Industry Specialist","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDescription()":"","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"professional-services","path":"/etc/tags/xero/advisor-directory/cards/specialist/industry/professional-services","tagID":"xero:advisor-directory/cards/specialist/industry/professional-services","title":"Professional services","description":"Has training and expertise in advising on apps for professional services firms.","tagImage":"/content/dam/xero/images/advisors/ico-specilalist-professional-services.svg","parentTag":{"name":"industry","path":"/etc/tags/xero/advisor-directory/cards/specialist/industry","tagID":"xero:advisor-directory/cards/specialist/industry","title":"Specialist","description":"Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.","tagImage":"/content/dam/download.png"}},{"name":"retail","path":"/etc/tags/xero/advisor-directory/cards/specialist/industry/retail","tagID":"xero:advisor-directory/cards/specialist/industry/retail","title":"Retail & ecommerce","description":"Has training and expertise in advising on apps for retail and ecommerce businesses.","tagImage":"/content/dam/xero/images/advisors/ico-specilalist-retail.svg","parentTag":{"name":"industry","path":"/etc/tags/xero/advisor-directory/cards/specialist/industry","tagID":"xero:advisor-directory/cards/specialist/industry","title":"Specialist","description":"Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.","tagImage":"/content/dam/download.png"}},{"name":"trade-construction","path":"/etc/tags/xero/advisor-directory/cards/specialist/industry/trade-construction","tagID":"xero:advisor-directory/cards/specialist/industry/trade-construction","title":"Trade & construction","description":"Has training and expertise in advising on apps for trade and construction businesses.","tagImage":"/content/dam/xero/images/advisors/ico-specilalist-trade.svg","parentTag":{"name":"industry","path":"/etc/tags/xero/advisor-directory/cards/specialist/industry","tagID":"xero:advisor-directory/cards/specialist/industry","title":"Specialist","description":"Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.","tagImage":"/content/dam/download.png"}}]}},"resourceType":"xero-cms/components/react/tag-content","path":"industry-tag-specialist-content","wcmmode":"disabled","queryParameters":"{}"}

Industries Served

Accommodation and hospitality
Agriculture
Construction and trades
Healthcare and social services
Marketing, advertising and consulting
Professional services
Real estate and hiring services
Repairs and personal services
Retail
Transportation and storage

{"cache":{"resources":{"industry-tag-served-content/industry-tag-served-content":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDisplayType()":"pills","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getHeading()":"Industries Served","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDescription()":"","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"accommodation-and-hospitality","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/accommodation-and-hospitality","tagID":"xero:advisor-directory/cards/industry-experiences/accommodation-and-hospitality","title":"Accommodation and hospitality","description":"","tagImage":"","parentTag":{"title":""}},{"name":"agriculture","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/agriculture","tagID":"xero:advisor-directory/cards/industry-experiences/agriculture","title":"Agriculture","description":"","tagImage":"","parentTag":{"title":""}},{"name":"construction-and-trades","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/construction-and-trades","tagID":"xero:advisor-directory/cards/industry-experiences/construction-and-trades","title":"Construction and trades","description":"","tagImage":"","parentTag":{"title":""}},{"name":"healthcare-and-social-services","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/healthcare-and-social-services","tagID":"xero:advisor-directory/cards/industry-experiences/healthcare-and-social-services","title":"Healthcare and social services","description":"","tagImage":"","parentTag":{"title":""}},{"name":"marketing-advertising-and-consulting","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/marketing-advertising-and-consulting","tagID":"xero:advisor-directory/cards/industry-experiences/marketing-advertising-and-consulting","title":"Marketing, advertising and consulting","description":"","tagImage":"","parentTag":{"title":""}},{"name":"professional-services","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/professional-services","tagID":"xero:advisor-directory/cards/industry-experiences/professional-services","title":"Professional services","description":"","tagImage":"","parentTag":{"title":""}},{"name":"real-estate-and-hiring-services","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/real-estate-and-hiring-services","tagID":"xero:advisor-directory/cards/industry-experiences/real-estate-and-hiring-services","title":"Real estate and hiring services","description":"","tagImage":"","parentTag":{"title":""}},{"name":"repairs-and-personal-services","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/repairs-and-personal-services","tagID":"xero:advisor-directory/cards/industry-experiences/repairs-and-personal-services","title":"Repairs and personal services","description":"","tagImage":"","parentTag":{"title":""}},{"name":"retail","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/retail","tagID":"xero:advisor-directory/cards/industry-experiences/retail","title":"Retail","description":"","tagImage":"","parentTag":{"title":""}},{"name":"transportation-and-storage","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/transportation-and-storage","tagID":"xero:advisor-directory/cards/industry-experiences/transportation-and-storage","title":"Transportation and storage","description":"","tagImage":"","parentTag":{"title":""}}]}},"resourceType":"xero-cms/components/react/tag-content","path":"industry-tag-served-content","wcmmode":"disabled","queryParameters":"{}"}

Summit Financial Advisors Pty Ltd : App experience

Summit Financial Advisors Pty Ltd serves clients who use 3 different apps that connect and integrate with Xero.

Connected apps

Find us

Summit Financial Advisors Pty Ltd has an office in 1 location

Charlestown: Suite 1, Level 3, 20 Smart Street, CHARLESTOWN NSW 2290, Charlestown; +61 249264444

New to Xero? Summit Financial Advisors Pty Ltd can help

Xero is beautiful online accounting software for smaller businesses. Summit Financial Advisors Pty Ltd can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

Partner since 2010

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.