Financial advisor in Perth Western Australia
369 results found
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TaxAssist Accountants
● Closed“Great service over last 7 years they have been doing my taxes. very professional and friendly. Always make time to answer questions. I highly recommend them if you looking for great tax agent. Many Thanks Mina and Nitin.”
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Simpro Taxation Services
● Closed“Fantastic service got everything in order for me. Don’t be put off by the cheap price Grace is as good if not better than any accountant I’ve used previously. I highly recommend you use her service. Thanks Michael”
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Smith Coffey
● Closed“I highly recommend Smith Coffey. The consultant who looks after me, Stephen Jones, communicates clearly and he has conveyed a level of trustworthiness and understanding that goes far beyond financial planning. I now use Smith Coffey for practically all my financial dealings and am very satisfied.”
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Partners Wealth Group
● Closed“We have always found Andrew to be readily available to answer any queries, professional and very knowledgeable. I’m feel good to know that he has looked after my husband and myself and now he will be looking after my son. Excellent customer service.”
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Success Tax Professionals Burswood
● Closed“Mike and Stella has been super warm & helpful in providing their services to us. As I am new to Australia, their advice around tax accounting has been exceptional and helped us navigate the local system. We will not hesitate to recommend them to any friends and family!”
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H&R Block
● Closed“I began using H&R Block in Falcon about 10 years ago because it was the nearest store. From the very beginning I have been treated as a valued customer. The staff have continued to be efficient, friendly & welcoming over the years & for this reason alone I would highly recommend their services. Seven years ago I moved several suburbs away, but still choose to drive 20 minutes to go back to H&R Block each year at tax time to have my expectations met with a high level of satisfaction. I look forward to seeing the team again in 20/21. Regards Judy Cate”
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Professionals Northern Coast
● Closed“As the name suggests, Professionals Northern Coast are a very professional outfit. The communication and interactions I have had with them have been beyond positive. Over the years I have had many property managers but none have been anywhere near as polite and helpful as my current manager. Michelle Bourke is extremely good at her job and has made me feel very comfortable and welcome. I cannot recommend Professionals Northern Coast highly enough, they are a clear winner in my opinion.”
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Barker Smith Accounting and Taxation
● Closed“Quick, efficient, professional, excellent service, absolutely recommend Barker-Smith”
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Blueprint Wealth
● Closed“I would highly recommend Dee Chan and the team from Blueprint Wealth to anyone Dee has worked with us to understand our needs with open and honest friendly communication we have formed a strong relationship with Dee she is passionate about building our financial future and goals together with efficiently and effectively implementing our strategies Her vast financial knowledge and passion for the industry and achieving our goals is outstanding Chris and Wayne”
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Aspire2 Wealth Advisers
● Closed“We are extremely confident trusting Nathan at Aspire 2 Wealth with our Investment Portfolio. In the last 7 years we have been guided towards our retirement and at all times we have been more than happy with the direction our investments were heading. Through the highs and lows of the past few years, Nathan has always maintained we were on track to retire when we planned. We are very grateful that we were recommended to speak to Aspire 2 Weatlh by a relative as we are much better off than if we had stayed with our previous advisor. We have always found them to be professional with their market knowledge and nothing is too much trouble.”
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OPTIMA PARTNERS
● Closed“I cannot praise Optima Partners enough for their amazing team. I have been getting my tax done by Daniel Causerano for around 10 years now and not only is he efficient, his attention to detail is second to none. Daniel is so thorough in everything he does that he never hesitates to reach out and check in to make sure I am across what is needed. I have never had an accountant show this much dedication and support nor have I ever had tax time prove to be such a seamless process. Thank you Optima for being so easy to work with. Helen”
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Steven Sher Antique & Fine Jewellery
● Closed“Over the years I have had the pleasure of dealing with Steven & Judith when purchasing different items at different times - they have always been happy to share their knowledge & expertise; nothing has ever been too much trouble. You can always find quality items for the right occasion - it does help if you know what you are looking for beforehand but their Aladdin's cave is just full of treasures and you will get so much help & assistance. My latest antique (1896) purchase had some prior issues that Steven was immediately up front about & with advice as to how this could be rectified - I am very well satisfied & recommend their services. Look, talk, ask questions & listen - you too will be happy!”
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The Wealth Designers
● Closed“My wife and I worked with Cara for TWD for a 12M period. Cara is always very professional yet very kind and understanding of our personal situation. She has been accommodating with meeting dates/times/methods and has always been happy to work through our questions and concerns. Cara spends time in making sure that we understand everything that she has worked on for us and has recommended for us. Thank you, Cara.”
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Wealth Management Partners
● Closed“We have been working with WMP for 18 months and have found the team to be very helpful, friendly and professional. We have been able to take better control of our finances and it has been very easy to implement the systems and changes they have recommended. We feel optimistic about our financial future and that with their guidance we will be able to achieve our goals.”
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AMD Chartered Accountants Mandurah
● Closed“Dean and his team at Walker Wayland AMD have looked after my company's financials from the very start. I found him to be honest, professional and knowledgeable in all areas of finance and taxation and I will continue to put my trust in the company as my business expands. Dean has also provided personal taxation services to myself and family for the last 6 or so years, and would recommend him without hesitation.”
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Knightcorp Insurance Brokers
● Closed“Knightcorp have been my preferred and trusted insurance broker for the past 8 years. Through all of the claims i have made, the team at Knightcorp have been nothing but caring & responsive. I highly recommend Knightcorp for all insurances whether business or personal.”
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Prouse Family Accountants Marmion
● Closed“As a family we have always trusted Jacci to help out with our tax refunds. She has alway been helpful and accommodating with her time and will continue to rely on her professional advice.”
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First Choice Australian Migration
● Closed“David Pereira and his team from First Choice Migration are your best option when it comes to Partner Visas. They know what’s required to secure your visa and how to go about it. My family came from Indonesia and David managed to get them onto an 801 within 6 months. David and his team were Awesome. Outstanding !”
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H&R Block Tax Accountants - Midland
● Closed“My first experience with H & R Block as we used an expensive tax accountant before costing us $2,000 + each year. I was pleasantly surprised by the professionalism and speed of the service that I received. Couldn't be happier with the outcome. Thank you James at Midland for the fantastic service, and the great price too.”
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H&R Block Warnbro
● Open“I would love nothing more than to thank and recommend Dawn from Port Kennedy for such an empathetic caring nature who took her time with all my taxes I hadn't lodged in 3 years and was so not in order and Dawn was absolutely amazing and patient and not once did she make me feel anything other than the biggest weight had been removed from my shoulders just by my very first phone call Friday after lunch...tax was sorted and went from owing to getting a refund all in a matter of an hour or so...for this I am so grateful ..and to go over her time to finish work she even worked on it the next day before confirmation... What a beautiful lady. . Thank you Dawn, I truly am so very grateful for your time and patience you had for me xx”
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H&R Block Tax Accountants - Baldivis
● Closed“Kaz is amazing always gets us the best result ever year and fun to be with”
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H&R Block Tax Accountants - Mandurah
● Open“My Husband and I have been using H&R Block Pinjarra Rd Mandurah, for about Five years now and are very satisfied with the service we have received. The staff are always very friendly , helpful and professional. Both of us would recommend them to anyone, wanting great service. Well done once again H & R Block.”
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McKinley Plowman
● Closed“Moving Our Business over to the very capable hands of McKinley Plowman was definitely one of the best decisions that we have made. Thanks to the hard work and knowledge of Ben and his team, we now can see how our business is tracking, our successes and where we have room for improvement, we have been able to set and achieve goals. Our Calls and emails are answered immediately and nothing is ever too much. Very professional and friendly service.”
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H&R Block
● Closed“Natalie was very clear in sharing valuable information and genuinely care for the client (me).”
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H&R Block
● Closed“Found them to be efficient and friendly. New their stuff and were not pushy. Would recommend them.”
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Kennerlys Accounting
● Closed“Kennerlys have been our accountants for many years now and we have always found Lejo and Emma to be professional and accommodating to our needs. They always meet with us whenever we have needed to go through our accounts and understand things in depth. Lejo is always positive, honest and easy to deal with. We highly recommend Kennerlys to all of our friends and clients.”
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Here Business & Wealth
● Closed9 Bowman Street, South Perth WA 6151, Australia“PFG Group can highly recommend the team at Here Business& Wealth Large number of our clients have also engaged their services ,with very positive feedback”
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Dry Kirkness
● Closed“I have been working with one of the partners named Dean Papandreou for some time. My personal and business tax returns were done promptly and has been very easy to liaise with. Highly recommend Dean and Dry Kirkness!”
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H&R Block
● Closed“I have been using H&R Tax Block in Joondalup for the last three to four years. Chris has always provided me with an excellent service and I wouldn't go anywhere else for my tax return.”
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H&R Block Secret Harbour
● Closed“Really enjoyed doing my taxes this year! My first time doing my taxes properly Tania was such a gem! So helpful and explained everything to me clearly for my full understanding and I had such an excellent experience at the HnR block secret harbour !”
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