What do you do at TAG? I’m the operational Partner of our Investment Advisory and Wealth division. I work with the team to ensure we are delivering quality advice to clients in a timely manner. We are also self licensed which means we are responsible for the compliance requirements that comes with running a leading…
Meet the Team – Michelle Griffiths, Partner – Investment Advisory & Wealth
What do you do at TAG? I provide financial advice for clients – which includes understanding tax, super and financial planning concepts is so important and allows us to navigate the complex financial world to get the best advice for our clients. How do you prefer to start your day? Tea or Coffee? Definitely coffee…
Meet the Team – Tony Rule, Partner – Business Advisory & Taxation
What do you do at TAG? I help solve problems for new and existing clients and help business owners to get what they deserve from their business. Often business owners work the hardest, take all the risks and get paid the least – I work to fix this for our clients. How do you prefer…
Meet the team – Alyssa Hawkins, Client Service Officer
What do you do at TAG? I’m a Client Services Officer in the Investment Advisory division. How do you prefer to start your day? Tea or Coffee Usually neither but sometimes I’ll have a Chai Tea. What was your first job? My first office job was TAG but before that I used to do netball…
Meet the team – Jason Roccasalvo, Partner
What do you do at TAG? I am the Partner in TAG’s Superannuation Advisory and Audit division. My team and I assist clients with strategic opportunities with their super, look after their compliance obligations, as well as assisting clients in achieving their estate planning objectives. How do you prefer to start your day? Tea or…
Own Westpac Shares? Read this
Westpac Bank (WBC) has announced it will be undertaking a $3.5 billion off-market buy-back and are offering shareholders at 8 November 2021, the opportunity to participate.
Meet the team – Arden Shaw, Manager
What do you do at TAG? I am a manager in the Investment Advisory and Wealth Division and a CPA. I hold a Masters of Applied Finance. I started at TAG in the Superannuation Division 7 years ago. I moved across to the Wealth Division 3 years ago and as a qualified licensed financial planner…
Meet the team – Tanya Butterworth, Manager
What do you do at TAG? I am a qualified Accountant and started at TAG 20 years ago in the Business Advisory and Tax Division. My current role at TAG is in the Operations Division as the Development and Resources Manager. In my role, I ensure the TAG team are provided with the development, skills…
Meet the team – Lynn Zhang, Manager
What do you do at TAG? I am the technical manager embedded in the Business Advisory Team at TAG. Through sharing with the team and applying specialist knowledge, we add value for our clients. How do you prefer to start your day? Tea or Coffee Whilst I drink both throughout the day, there is no…
Own CBA Shares? Read this…
On August 11, the Commonwealth Bank of Australia (CBA) announced it was undertaking a $6.1 billion off-market buyback and would offer shareholders at 18th August 2021 to opportunity to participate.
Meet the team – Jean Jacquin, Manager
What do you do at TAG? I am one of the managers leading the team in the Business Advisory & Tax Services division with a strong focus on value add to clients and engaging with the team and clients. How do you prefer to start your day? Tea or Coffee. I’m a coffee drinker and…
Meet the TAG Team – Susanne Maas
TAG is extremely excited in introduce to our team our newest, Authorised Representative – Susanne Maas.