Whilst Level One was established in 2004, Doug Tarrant, the principal founder of the firm, commenced public practice in 1992. Doug was the first Chartered Accountant to become a Certified Financial Planner in the Illawarra. The team of Chartered Accountants and Certified Financial Planners have extensive experience and all share a commitment to our clients for providing transparent and holistic advice. The company continually strives to improve its knowledge and service levels to meet the growing needs of its clients along with its devotion to the highest standards of professionalism and integrity.
Level One is a progressive firm of Chartered Accountants and Financial Planners, conveniently located in the heart of Wollongong. Privately owned and professionally run, Level One services a long term and diverse quality client base who recognise and appreciate a professional and personalised level of service and advice.
Level One’s Chartered Accountants & Financial Planners specialise in servicing small to medium sized businesses as well as superannuation and retirement planning clients. The company is self-managed superannuation fund (SMSF) specialist and SMSF auditor.
The company’s senior taxation and business advisors are each members of the Institute of Chartered Accountants in Australia (ICAA) and the financial planners are members of the Financial Planning Association (FPA). Level one is also honoured to be a Professional Practice of the Financial Planning Association (FPA). These organisations are the peak professional bodies for the accounting and financial planning industries in Australia.
Hours
Accountants » Accounting Companies
Financial Planners » Financial Planning Institutions
Superannuation » Self Managed Super
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