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Level One Business and Financial Advisers

Level One Business and Financial Advisers

5.0(4 reviews)See reviews ↓·Wollongong

About the company

Level One Business and Financial Advisers is a boutique firm of accountants and financial advisers based in Wollongong, NSW. The firm was founded in 2004 by Doug Tarrant and Christine Lapkiw, and has served clients for over 20 years. Doug Tarrant is the founder and Principal, with over 30 years of experience advising families, businesses and professionals.

His 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 and Registered Tax Agent. Christine Lapkiw is a founder and Senior Associate with over 25 years of experience advising clients on taxation and superannuation matters, and holds a Bachelor of Commerce (Accounting) and membership of the Institute of Chartered Accountants. The team comprises 12+ experienced members, most of whom have been with the firm for over 10 years.

Level One provides services across business, taxation and financial advice. The firm sponsors local organisations including Corrimal Netball Club, Illawarra Netball Association, Balgownie Junior Football Club, Balgownie Rangers Football Club and Wollongong City Beach Junior Surf Life Saving Club. Doug Tarrant's clients span industries including Investors; Property and Construction; Medical; Retail and Hospitality; IT and Tourism; Engineering and Contracting.

What customers say

Based on genuine customer reviews

Level One Business and Financial Advisers in Wollongong handles accounting, taxation, auditing, bookkeeping, business management consulting and superannuation work. One reviewer, a solicitor who has run his own businesses since 1983, engaged the practice to manage his self-managed superannuation fund together with his personal and business tax affairs.

He praises the personalised attention, efficiency and professionalism of Doug Tarrant and the wider team, describing the standard of service as exceeding what he had expected. The other account notes friendly staff and prompt, willing assistance. The office sits on Kembla Street and opens on weekdays from 08:30 to 17:00.

AccountantAuditorBookkeeping serviceBusiness management consultantFinancial consultantChartered accountant

Reviews

Reviews are taken from publicly available sources.

GL
Glenn Lavender5 October 2021
CC
Clare Cooper16 March 2021

Fantastic service, friendly people...always helpful

AP
Anita Pallas7 November 2018
GL
Gamble Law7 November 2018

I have been a Solicitor in Wollongong for over 40 years and running my own businesses since 1983. I use Level One Asset Management (Doug Tarrant) to look after my self-managed superannuation fund, personal and business taxation and accounting. I am very happy to say that the personalized service, efficiency and professionalism provided by Doug and the team is well beyond expectations. I can honestly say that I have never received a better service which takes into account my personal affairs, professional business accounts and service entity reports. I have also referred many clients to Level One all of which have provided me with extremely positive feedback with their experience with Level One. Finally, one of the most important things is that the fees are more than reasonable when you consider the service. Thanks to Doug and his team!

Financial advisers & planners in Wollongong compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Wollongong are compared.

RankProviderRatingReviewsOpen Sat.
1Level One Business and Financial Advisers (this page)★ 5,04No
2New Era Financial Planning★ 5,016No
3Terry Cross Financial Services★ 5,03No
4Future Focus Financial Planning★ 5,047No
5CoVenture Wealth Management & Aged Care Planning★ 5,01No
Contact
+61242276744www.levelone.com.au57 Kembla St, Wollongong NSW 2500
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed