TAG is extremely excited in introduce our newest, Authorised Representative in our Investment Advisory and Wealth team – Susanne Maas.
Susanne is a great addition to our team with a depth of experience that our clients will benefit from. She has been providing financial advice since 1998 and provides expert financial planning and wealth management guidance to our clients. As well as being a qualified financial planner, Susanne is a Self Managed Super Fund (SMSF) specialist advisor and tax (financial) adviser.
“I really enjoy being part of the TAG team, helping clients get clarity on their finances and positively impacting their financial future. I’m impressed with the ‘Wealth Projections’ that we use at TAG as it simply shows people their financial path and options available.”
Qualifications:
- Bachelor of Business (Banking & Finance) – Monash University
- Diploma of Financial Planning – Financial Planning Association
- Tax (financial) adviser – Tax Practitioners Board
- Self Managed Superannuation Specialist – SMSF Association
If you’d like to discuss your options for wealth creation, wealth protection or wealth distribution, you can contact Susanne at susannem@tagfinancial.com.au or phone 03 9886 0800.