Excel Financial Advisors Pty Ltd in The Branch

Excel Financial Advisors Pty Ltd

1270 The Branch Lane
2324
0249348844
0481720373
2004
97101135942
Stuart Fitzpatrick
Pty. Ltd.
5
Description:
We’re not your typical accounting firm. Firstly, our actual office is on a farm, but our lovely clients are welcome to come to our office or we have been meeting our clients on line remotely well before COVID hit. Sure, we provide tax advice and look after tax compliance, but our focus is helping you create and protect wealth so you have the financial means to achieve your goals. We do this with tailored advice, education, and access to quality services and products.

We listen to what you want and deliver to you alternatives to make it happen for the future with a bit of financial planning if we see the opportunity. This is why our tag line is "Building Better Futures"


Products & Services:
Preparation & lodgement with ATO of tax returns, and other monthly, quarterly and end of year compliance for business eg LSL Corporation, Subcontractor annual reports, STP finalisations, assistance with payroll
Preparation and lodgement of compliance forms with ASIC eg change of address, shareholders, share capital, deregistration of company etc.
Write your review of Excel Financial Advisors Pty Ltd
Select your star rating
Please select your star rating
Your review must be longer than 15 characters
Nearby similar companies
17 km
Cooper, Damien J
PO Box 241
Salamander Bay NSW 2317
19 km
Joanne Hilliard
7 Wollomi Ave
Nelson Bay NSW 2315
19 km
Mark Edmunds Associates Pty Ltd
7/ 35 Stockton St
Nelson Bay NSW 2315
19 km
H & R Block
Shop 1 Donald St
Nelson Bay NSW 2315
22 km
H & R Block
Shop 5, Ferodale Plaza, Ferodale Rd
Medowie NSW 2318
24 km
Cairns Noel L
38 Sylvan Ave
Medowie NSW 2318