Create Build Protect Financial Services

Completed 49 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 - 9219299 oui-icon-check-selected Verified

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Jobs completed (49)

  • Doug hired Create Build Protect Financial Services
    oui-icon-check-selected Verified
    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
  • Chrys hired Create Build Protect Financial Services
    oui-icon-check-selected Verified
    Sep 5, 2018
    Job Type: Tax Returns
    Location: Hawthorn, VIC
    Business or individual: Individual, Type of individual: Employee, 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: Both
    Chrys' Review

    Very knowledgeable. Personable and felt he had my best interests at heart. Very refreshing

    Sep 14, 2018
  • Murray hired Create Build Protect Financial Services
    oui-icon-check-selected Verified
    Sep 4, 2018
    Job Type: Tax Returns
    Location: Melbourne, VIC
    Job Description: I have property rentals and two were sold, so I need to pay capital gains tax on those.
    Murray's Review

    Mathew was very prompt and was thorough organizing my tax.

    Sep 11, 2018
  • Andrew hired Create Build Protect Financial Services
    oui-icon-check-selected Verified
    Jul 29, 2018
    Job Type: Tax Returns
    Location: Camberwell, VIC
    Job Description: Includes US employee stock (purchased and given)
    Andrew's Review

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

    Aug 6, 2018
  • Philip hired Create Build Protect Financial Services
    oui-icon-check-selected Verified
    Jul 24, 2018
    Job Type: Tax Returns
    Location: Southbank, 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
    Philip's Review

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

    Last edited Aug 14, 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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