Level One Business and Financial Advisers Wollongong NSW

Since 2004

Who We Are

Founded in 2004 by Doug Tarrant. Level One is a boutique firm of accountants and financial advisers, providing a highly professional and personalised level of service to our clientele.

Building long term client relationships has been our core focus and the driving force behind the growth and success of the firm.

Whether you’re in business or not, we can help you improve your financial position.

Most of our team have been with firm for over 10+ years. Providing the best level of care and advice to our clients is of paramount importance across the firm as we utilise a team approach to servicing our clients.

Meeting with clients.

What We Do

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.

Tax & Accounting

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.

Financial Advisers

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.

Get In Touch

We welcome you to contact us for more information about our services

Level One Financial Advisers Pty Ltd. AFSL 280061. The information contained on this website is general information only. You agree that your access to, and use of, this site is subject to these terms and all applicable laws, and is at your own risk. This site and its contents are provided to you on an “as is” basis, the site may contain errors, faults and inaccuracies and may not be complete and current. It does not constitute personal financial or taxation advice. When making an investment decision you need to consider whether this information is appropriate to your financial situation, objectives and needs. Liability limited by a scheme approved under Professional Standards Legislation. Disclaimer and Privacy Policy

Doug Tarrant

Principal B Com (NSW) CA CFP SSA AEPS

About Doug

As founder of the firm Doug has over 30 years of experience advising families, businesses and professionals with commercially driven business, taxation and financial advice.

Doug’s advice covers a wide variety of areas including wealth creation, business growth strategies, taxation, superannuation, property investment and estate planning as well as asset protection.

Doug’s clients span a whole range of industries including Investors; Property and Construction; Medical; Retail and Hospitality; IT and Tourism; Engineering and Contracting.

Doug’s qualifications include:

Bachelor of Commerce (Accounting) UNSW
Fellow of the Institute of Chartered Accountants
Certified Financial Planner
Self Managed Superannuation Fund Specialist Adviser (SPAA)
Self Managed Superannuation Fund Auditor
Accredited Estate Planning Specialist
AFSL Licensee
Registered Tax Agent

Christine Lapkiw

Senior Associate B Com (Accounting) M Com (Finance) CA

About Christine

Christine has over 25 years of extensive experience advising clients principally on taxation and superannuation related matters and was a founder of the firm when it began in 2004.

Christine’s breadth and depth of knowledge and experience provides clients with the comfort that their affairs are in good hands.

Christine currently heads up the firm’s SMSF division and oversees a team that provide tailored solutions for clients and trustees on all aspect of superannuation including:

Establishment of SMSFs
Compliance services
Property acquisitions
Pension structuring
SMSF ATO administration and dispute services

Christine’s qualifications include:

Bachelor of Commerce (Accounting)
Member of the Institute of Chartered Accountants
Master of Commerce (Finance)

Michelle Jolliffe

Associate - Business Services B Com (Accounting) CA

About Michelle

Michelle has been with the firm in excess of 18 years and is an Associate in our Business Services Division.

Michelle and her team provide taxation and business advice to a wide variety of clients. Technically strong Michelle can assist with all matters in relation to taxation covering Income and Capital Gains Tax; Land Tax; GST; Payroll Tax and FBT.

Michelle is an innovative thinker and problem solver and always brings an in-depth and informed view to the discussion when advising clients.

Michelle has considerable experience with business acquisitions and sales as well as business restructuring.

Michelle’s qualifications include:

Bachelor of Commerce (Accounting)
Member of the Institute of Chartered Accountants

Joanne Douglas

Certified Financial Planner and Representative CFP SSA Dip FP

About Joanne

Joanne commenced with Level One in 2004 and has developed into one of our Senior Financial Advisers.

With over 20 years of experience, Joanne and her team provide advice across a wide variety of areas including: Superannuation; Retirement Planning; Centrelink; Aged Care; Portfolio Management and Estate Planning.

A real people person Joanne builds strong long term relationships with her clients by gaining an in-depth knowledge of their personal goals and aspirations while providing tailored financial solutions to meet those needs.

Joanne’s qualifications include:

Certified Financial Planner (CFP)
Self Managed Superannuation Firm Specialist Adviser
Diploma of Financial Planning

Disclaimer & Privacy Policy

Disclaimer

The information contained on this web site is general information only. You agree that your access to, and use of, this site is subject to these terms and all applicable laws, and is at your own risk. This site and its contents are provided to you on “as is” basis, the site may contain errors, faults and inaccuracies and may not be complete and current.

It does not constitute personal financial or taxation advice. When making an investment decision you need to consider whether this information is appropriate to your financial situation, objectives and needs.

Level One makes no representations or warranties of any kind, expressed or implied, as to the operation of this site or the information, content, materials or products included on this site, except as otherwise provided under applicable laws. Whilst all care has been taken in the preparation of information contained in this web site, no person, including Level One Taxation & Business Advisors Pty Limited, accepts responsibility for any loss suffered by any person arising from reliance on the information provided.

Privacy

Level One highly values the strong relationships we have with our clients. The collection of data at Level One is being handled with full and proper respect for the privacy of our clients. The data we collect is handled sensitively, securely and with proper regard to privacy laws. Level One does not disclose, distribute or sell the data we collect from our clients to third parties.