Create Build Protect Financial Services

Completed 52 jobs on Oneflare

Forward looking tax planning.
CREATING personalised financial solutions.
BUILDING on your plans.
PROTECTING your wealth usin...

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Qualifications

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  • ABN
    ABN - 48606170334 48 606 170 334
  • Insurance
    Public Liability Insurance oui-icon-check-selected Verified
  • Documents
    Tax Practitioners Board - 25599195 oui-icon-check-selected Verified

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Jobs completed (52)

  • Greg hired Create Build Protect Financial Services
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    Dec 12, 2018
    Job Type: Tax Returns
    Location: Ashburton, VIC
    Business or individual: Individual, Type of individual: Employee, Service needed: Tax return, Type of tax return: Single income with simple deductions, Accounting system used: None, Type of consultation: Face to face
    Greg's review

    Terrific friendly and on time!

    Dec 20, 2018
  • Kathleen hired Create Build Protect Financial Services
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    Sep 30, 2018
    Job Type: Tax Returns
    Location: Prahran, VIC
    Business or individual: Individual, Type of individual: Other (Please specify), Self employed, Type of tax return: Single income with simple deductions, Accounting system used: None, Type of consultation: Face to face
    Kathleen's review

    Kathleen hired Create Build Protect Financial Services for their Tax Accountant job.

    Oct 15, 2018
  • Anna hired Create Build Protect Financial Services
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    Sep 17, 2018
    Job Type: Tax Returns
    Location: Prahran, VIC
    Business or individual: Individual, Type of individual: Contractor, Type of tax return: Multiple incomes with multiple deductions, Asset portfolio: Self managed superannuation portfolio, Accounting system used: None, Type of consultation: Face to face
    Anna's review

    Great job! Will use again

    Last edited Nov 17, 2018
  • Hien hired Create Build Protect Financial Services
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    Sep 7, 2018
    Job Type: Tax Returns
    Location: Brunswick East, VIC
    Business or individual: Individual, Type of individual: Employee, Type of tax return: Single income with simple deductions, Accounting system used: None, Type of consultation: Both
    Hien's review

    Hien hired Create Build Protect Financial Services for their Tax Accountant job.

    Sep 30, 2018
  • Doug hired Create Build Protect Financial Services
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    Sep 5, 2018
    Job Type: Tax Returns
    Location: Carrum Downs, VIC
    Business or individual: Individual, Type of individual: Employee, Type of tax return: Single income with simple deductions, Accounting system used: None, Type of consultation: Correspondence
    Doug's review

    Doug hired Create Build Protect Financial Services for their Tax Accountant job.

    Last edited Sep 17, 2018
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Frequently Asked Questions

  • Why should a customer hire you over another service provider?

    CREATE, BUILD and PROTECT FINANCE offers a fresh perspective on managing tax - we give you a forward looking plan not just deal with the past.

  • What experience, skills, qualifications or training do you have to make you the right person for the job?

    I have spent the last 15 years in the financial services industry. Tax Agent - 25599195 CPA Accountant - 9219299 Financial Adviser - 1240244 Credit Representative - 493581

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