Since 2004

Your Wealth

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Our Services

Level One Business and Financial Advisers provides a comprehensive range of services across the business, taxation and financial advice space. We strive to provide a professional and personalised service directed at each and every client’s particular needs.

Your Business

Whether starting a business, managing a business or growing a business, each involves managing a lot of moving parts. We can help you organise your thoughts, actions and goals to ensure your business is heading in the right direction.

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Your Wealth

Whether you are an individual or a family, we can help you grow, manage and protect your wealth. We help you understand your options as well as the risk/reward paradigm given your current stage in life. We tailor solutions to every client’s unique circumstances.

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Our Team

We value our staff and believe that the longevity and experience of our staff speaks for itself. We strive to provide high quality professional services to our clients, whilst building lasting relationships.

Doug Tarrant

Doug Tarrant

Principal

Christine Lapkiw

Christine Lapkiw

Senior Associate

Michelle Jolliffe

Michelle Jolliffe

Associate - Business Services

Sue Taylor

Sue Taylor

Associate - Business Services

Joanne Douglas

Joanne Douglas

CFP and Representative

Danae Lacey

Danae Lacey

CFP and Representative

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