Create Build Protect Financial Solutions

Completed 105 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
    Professional Indemnity Insurance oui-icon-check-selected Verified
  • Documents
    Tax Practitioners Board - 25599195 oui-icon-check-selected Verified

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Jobs completed (105)

  • Ori hired Create Build Protect Financial Solutions
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    Mar 14, 2020
    Job Type: Tax Returns
    Location: South Morang, VIC
    Business or individual: Individual, Type of individual: Employee, Service needed: Tax return, Type of tax return: Single income with complex deductions (Shares, capital gains, rental income), Asset portfolio: Investment property(s), Accounting system used: None, Type of consultation: Face to face
    Ori's review

    Very happy with service. Prompt action, attentive to detail and effective communication.

    Last edited Apr 24, 2020
  • Douglas hired Create Build Protect Financial Solutions
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    Oct 8, 2019
    Job Type: Tax Returns
    Location: Templestowe Lower, VIC
    Job Description: Recently retired. Looking for local accountant for face-to-face visit.
    Douglas' review

    Hired CBP to sort out my tax. Professional, helpful and quick. Would recommend.

    Last edited Oct 30, 2019
  • Danny hired Create Build Protect Financial Solutions
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    Sep 2, 2019
    Job Type: Bookkeeping
    Location: Port Melbourne, VIC
    Job Description: I would like my tax returns done and I require an in person meeting.
    Danny's review

    Mr Mahon listened to my concerns without rushing and his advice was very clear. Excellent service

    Last edited Sep 8, 2019
  • Polly hired Create Build Protect Financial Solutions
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    Jul 30, 2019
    Job Type: Tax Returns
    Location: St Kilda, VIC
    Job Description: I have been on disability pension for 5 years and have not lodged a tax return I am returning to work and would like to get this taxation thing sorted. After that, I will require an accountant for both business & personal matters
    Polly's review

    Thank you Matthew!! For being quick to respond & for making the appointment to see me right away. It was great to meet with you today & I am grateful for the work you have put in so far! Cheers Polly

    Aug 13, 2019
  • Nikole hired Create Build Protect Financial Solutions
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    Jul 10, 2019
    Job Type: Tax Returns
    Location: Malvern, 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: Both
    Nikole's review

    Nikole hired Create Build Protect Financial Solutions for their Accountant job.

    Jul 30, 2019
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Portfolio (5)

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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