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“It’s important to me to understand my clients’ goals, both short and long term. Our Financial environment provides many opportunities for wealth creation using debt sensibly, and I am passionate about sharing these with my clients to help them achieve their goals.”
A qualified Chartered Accountant with 14 years experience, Tanya will apply her knowledge of tax, structuring and finance with her practical experience to research and identify strategies to help you achieve your goals. She is committed to securing the right outcomes for you and making the process as easy as possible.
Tanya tailors her service to suit your individual needs. In some cases this involves assisting with budgeting for the purchase of a first home or investment property. Clients with larger property investment portfolios or business finance needs may require assistance with more complex finance arrangements.
Tanya is supported by an experienced client service team, and works closely with a network of professionals including accountants, financial planners and investment specialists.
A 2011 MFAA Excellence Awards winner, Tanya believes her success can be attributed to her determination to provide an exceptional customer experience for every client. Her holistic approach to her clients’ needs and her dedication to service long after the loan has settled means her clients can refer their friends and family to Tanya with confidence.
Tanya’s entrepreneurial career includes founding two businesses, and purchasing a third business which was turned around and later sold. She has also provided professional business consulting as a Director at Deloitte, both within the finance sector and small to medium sized businesses.
Tanya’s qualifications include:
Chartered Accountant (Australia and South Africa) , Certificate IV in Financial Services, (Finance & Mortgage Broking), Income tax law and Aspects of company law – USQ, Bachelor of Commerce, Postgraduate Diploma in Accounting, Accredited Mortgage Consultant, Member No 50963 – Mortgage & Finance Association of Australia

2011 MFAA Achievement Award Winner
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