The team at TAG Group consists of highly experienced financial planners, mortgage brokers, superannuation experts, taxation consultants, insurance specialists and property experts.
Contact one of our advisers today and let them help you improve your financial future.
nharvey@taggroup.com.au My Bio
Nic started in the finance industry in 2010. Her first role was Broker Support Officer with Resolve Finance. This gave Nicola a great base of experience to develop. She joined TAG in May 2014 and was set the task of overseeing the group’s administration team. Nic has developed and implemented a process system that is designed to deliver regular communication to clients throughout the finance approval process.
Nic says, “I am committed to making sure that our clients have clear and timely advice during the loan process. I particularly enjoy assisting first home buyers as I understand the magnitude of what they are experiencing.”
Away from work Nic’s competitive nature is displayed on the netball court. She loves a Sunday morning breakfast catch up with her close group of girlfriends and going to the beach.
BBus (Finance & Accounting)
hayleys@taggroup.com.au My Bio
Hayley completed a Bachelor of Business with a major in Finance and minors in Economics and Accounting in 2012 and worked as an accountant for two years in Margaret River. She decided to move to Perth for better career opportunities and started work at TAG Group in July 2015. Hayley’s role sees her interacting with clients on a daily basis and helping them through the process of obtaining finance and assisting with any enquiries they may have post settlement.
Hayley says, “I enjoy this role immensely and it is particularly satisfying informing clients that their loan has been approved and they are able to buy their dream home.”
In her spare time she enjoys catching up with friends and family, heading to the beach if the weather permits and playing various sports to keep fit.
Dip FS (FB) BCom (Finance & Econ)
BA (Hons) & CertIV (FinBroking)
Donna has been working in the financial planning industry for over 15 years in an administrative capacity. She started out with Flexiplan which eventually became MasterKey Custom – part of the MLC family.
Donna enjoys working as one with our clients so they have control of their future.
Family is very important to Donna who has two teenage daughters for whom she is always running around. If not spending quality time with her husband and children she can be found in a quiet corner reading on her Kindle.
B.Com (Finance & Econs)
Niall joined TAG after graduating from Curtin University with a Bachelors of Commerce, majoring in Economics and Finance. On the path to becoming a Certified Financial Planner, Niall is close to completing his Diploma of Financial Services. Niall looks forward to a long career in the financial advice industry. Supporting our team of Financial Advisors, he enjoys the interaction and communication with clients throughout the advice process.
Born and raised in England he naturally played football (soccer)! A passionate supporter of EPL team Everton, Niall continued his playing career in Perth at a high level. He is also a keen spectator of the NBA and AFL.
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