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

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)

About Michelle

Michelle has been with the firm in excess of 13 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

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