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.
Dip FS (FB) BCom (Finance & Econ)
BA (Hons) & CertIV (FinBroking)
ADFS (FP)
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.
Subscribe to our newsletter and be first to learn about new opportunities.