|Company||Level One Financial Planning Pty LtdProfessional Practice|
|Address||Ground Floor, 57 Kembla Street
Wollongong, NSW 2500
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.