CP
Claudia Parsons
Operations Director at Collins Sba
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Work Experience
Present
Operations Director
Aug 2017 - Present · 7 years and 5 months
Operations Manager
Present
Company Details
11-50 Employees
We believe Australian's who own small to medium enterprises are the backbone and heroes of our economy. We provide advice that fosters clarity and confidence to make decisions about the things our valued clients can control so they can live their best life. Our clients tend to be small and medium business owners (SME's) with turnover exceeding $500k, and private individuals seeking financial simplicity in their lives. As professional advisers, our role is to help our clients achieve their dreams. We do this by investing in products and services that are designed to help business clients and individuals grow their wealth. Some of our services include taxation advice, financial accounting and EOFY compliance, business formation, strategic planning and business coaching, wealth advice, SMSF advice, wealth protection and lending. Our brand promise is that we will deliver REMARKABLE service, build real RELATIONSHIPS, and provide intelligent SOLUTIONS to our clients. We will provide a fixed price quotation. Our fee transparency model means our advice is focused on the best outcome for our clients, and is not linked to any financial product. Our business employs around 40 staff and principals, each with an area of specialisation, so that you can be assured that irrespective of your financial problem, we will be able to deliver a tailored solution. Whether you need advice on establishing a business, growing your business, saving tax, building wealth, retiring, and finding a solution to a aged care facility for your parents, Collins SBA covers all areas of advice.
Year Founded
2003
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
29 Murray Street HOBART, TAS 7000, AU
Keywords
Accounting & TaxationRetirement Planning & SuperannuationWealth CreationBusiness & Personal LendingWealth ProtectionBusiness CoachingBusiness StrategyCashflowSuccession PlanningEstate Planning
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