Since 2004

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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

Our growing team of 15+ experienced team members strive to provide high quality professional services to our clients, whilst building lasting relationships.

We value our team and believe their longevity speaks for itself.

Join the Level One team and become part of a close knit diversified group of professionals.

Meet our Leadership Team

Doug Tarrant

Doug Tarrant

Principal

Christine Lapkiw

Christine Lapkiw

Senior Associate

Michelle Jolliffe

Michelle Jolliffe

Associate - Business Services

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Jacqueline Carnevale

Senior Business Services Manager

Joanne Douglas

Joanne Douglas

CFP and Representative

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