"To quote Warren Buffett, "The most important investment you can make is in yourself." I help my clients by breaking through their money mindsets and working together as a team to not only set goals but also achieve them."
Tanya has been in the industry since 2010 and has developed an extensive knowledge of both the stockbroking and financial planning industries. This invaluable experience allows Tanya to provide a well rounded and comprehensive range of personalised financial services to her clients.
Services and specialities
- Superannuation Advice
- Retirement and Estate Planning
- Investment Advice
- Self-Managed Super Funds
- Philanthropic Services
Investment Style
Tanya enjoys working together with her clients to help them feel in control of their finances. This involves working through what her clients' goals and objectives are first and then helping them develop strategies to be able to achieve financial success. "Teamwork divides the task and multiplies the success."
Industry Education & Experience
Qualifications
- Master of Commerce (Banking & Finance), Griffith University, 2009
- Graduate Certificate in Financial Planning, University of the Sunshine Coast, 2011
- Bachelor of International Studies (International Business Economics), Griffith University, 2007
- Margin Lending Accreditation Program, Deakin Prime, 2011
Approved Competencies
- Generic
- Securities
- Managed Investments
- Margin Lending
- Superannuation
- Financial Planning
I am employed by VCA Finance Pty Ltd which operates the business of Morgans Financial Limited - North Quay. My employer remunerates me as your adviser by way of salary. I am eligible to participate in a bonus scheme depending upon performance.