The Financial Planning Association of Australia The Financial Planning Association of Australia

Douglas Tarrant, CFP® AEPS®

Name Douglas Tarrant CFP® AEPS®
Company Level One Financial Planning Pty LtdProfessional Practice
Address Ground Floor, 57 Kembla Street
Wollongong, NSW 2500
Phone 02 42276744

I founded Level One in April 2004. I have been a self-employed accountant since 1992 and a self-employed financial planner since 1994. In addition to my Degree in Accounting I am a Fellow of the Institute of Chartered Accountants, have attained Certified Financial Planner status and I am also an accredited Self Managed Superannuation Fund (SMSF) Specialist Adviser.

Prior to becoming self-employed, I spent 7 years working in Sydney, including 4 years at the “2nd Tier” firm of PKF. Here I gained invaluable experience servicing a wide range of clients and businesses.

Having spent over 20 years working in both tax and financial planning, my extensive experience sets me apart from my peers.

As well as being a SMSF specilaist, I am also a SMSF auditor, and an Estate Planning Specialist.

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