Create Build Protect Financial Services

Completed 60 jobs on Oneflare

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

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Qualifications

To meet our high standards, all verified business qualifications have been reviewed by Oneflare.
  • 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
  • Certification
    CPA Public Practice Licence oui-icon-check-selected Verified

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Jobs completed (60)

  • Elysia hired Create Build Protect Financial Services
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    Mar 8, 2019
    Job Type: Tax Returns
    Location: South Morang, VIC
    Job Description: To file income tax for 2018.
    Elysia's review

    Very pleased with Create Build Protect Financial Services. Punctual, friendly, professional and efficient & handled my tax quickly! Able to arrange to see me promptly. I didn’t have to wait for a few weeks for an appointment. Will definitely go back to them. Best of all is that they will tra... Read more

    Mar 15, 2019
  • Arseallie hired Create Build Protect Financial Services
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    Feb 17, 2019
    Job Type: Tax Returns
    Location: Melbourne, VIC
    Job Description: tax return to complete from: 2015 - 2016 2016 - 2017 2017 - 2018 Will require assistance from an agent who can help avoid penalties and sort through my receipts with me.
    Arseallie's review

    Matthew was extremely professional but personable and made getting through my tax history and future budget plan a relief. Will certainly continue this connection and have been searching for a tax man/finance expert who is supportive in his advice and approach like Matthew - will be recommendin... Read more

    Last edited Mar 12, 2019
  • 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
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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

View all (8)

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