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.
ADFS (FP) & DFS (FP)
0409 884 134 tony@taggroup.com.au My Bio
Tony began his career in the financial services industry back in 1981 working for ANZ, Esanda, CBA and then joined the broking world in 2004. In 2006 he joined forces with Andrew and Glen to establish TAG Finance, and then TAG Wealth Solutions in 2007.
Tony holds an Advanced Diploma of Financial Services in Financial Planning and a Diploma of Financial Services in Finance Broking. He enjoys working in the financial services industry and is very conscious of delivering the type of service he would expect himself. Solid advice with solution based outcomes.
Away from the office Tony is married with two boys. To keep fit Tony is an avid paddler, plays touch rugby and is a foundation member of the Force and hopes he lives long enough to see them win a championship!
Dip.FS (FB)
0413 787 441 andrew@taggroup.com.au My Bio
Andrew joined the finance broking industry in 2003. Together with Tony and Glen he co-founded TAG Finance in 2006. Andrew enjoys listening to his clients’ needs so that he can work with them to provide the right finance solution for their specific circumstance.
Andrew says, “I also enjoy developing the TAG business offering so that we can essentially become the one stop shop for clients. Our goal is to provide consistent high level service to our clients, ensuring that they have peace of mind that all their financial matters are well managed.”
Away from the office Andrew and Linda have seven children between them. This makes dinner time extremely entertaining and a highlight of each day. Andrew is heavily involved in the local Applecross Community. He has held various roles at the Applecross JFC including, president and coach.
Dip.FS (FB)
0433 056 544 glen@taggroup.com.au My Bio
Glen joined the finance broking industry in 2006 to follow his clear passion to achieve success in the finance and property sector. That same year he co-founded TAG Finance with Andrew and Tony, and has continued to grow and develop both personally and professionally within the industry whilst mentoring many others to become finance professionals.
Glen’s approach has always been to provide the ideal finance solution to suit each individual’s circumstances. He has always focussed on ensuring that the customer gets the very best outcome by designing individual financial structures for whatever their needs may be. Glen says “It’s is an amazingly satisfying feeling to help people achieve their dreams and being part of that process.”
Away from the office Glen is married to Kim and they have one son Baylee. Glen was involved with Wesley Curtin Football Club for many years and is now an avid cross fitter. He also tries to get a game of golf in whenever he can.
Businesswise he has been involved with Business Network International in the South Perth area since 2006 and has held the role of president of the organisation on several occasions.
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)
0402 078 847 warwick@taggroup.com.au My Bio
Warwick has worked in the finance industry for over 30 years. He spent 17 years with Westpac in various metro and regional management roles before moving into the broker industry. Warwick has seen most scenarios in his 13 years as a finance broker – the past eight years with TAG.
Operating from an office in the Two Rocks Shopping Centre, Warwick thrives on the challenges that often confront first home buyers and self-employed clients.
He and his family are a proud part of the Two Rocks and Yanchep community. Warwick has sat on the committee of the cricket club, junior football club and junior cricket club. He also sponsors the local netball club, corporate bowls, the Redhawks Football Club and the Yanchep/Two Rocks Cricket Club.
Dip.FS (FB)
0427 082 060 camille@taggroup.com.au My Bio
Camille joins us after spending 10 years working in business process improvement, business analysis and internal audit with some of Australia's largest and most recognised companies.
Camille, her husband and their two young girls love being out and about in the local community and can often be spotted at the local Farmers’ Markets, enjoying a BBQ down by the river or walking the dogs around one of the many beautiful parks Kensington has to offer.
Camille has a common sense attitude and a proactive, versatile and flexible approach to both life and work. She thrives on making improvements and achieving goals and is ready to compare your loan with those from over 20 lenders to help you achieve the best solution for your own personal circumstances.
Dip FS (FB) BCom (Finance & Econ)
0448 452 757 robert@taggroup.com.au My Bio
After completing a Bachelor of Commerce at Curtin University, Robert immediately landed a job working as part of the administration team at TAG, since when he has experienced significant career development and moved onwards and upwards through the ranks. He has since completed a Diploma in Finance and Mortgage Broking Management and is now a fully accredited Finance Broker.
Says Robert, “I love being a finance broker because it’s a job in which we actually help people. Whether it’s getting them into their dream home, consolidating debts or helping them to build their investment portfolio – we actually make a difference. And best of all, it’s usually free to the client!”
The second youngest of five children, Robert is half German and half Australian. He enjoys playing soccer, supporting Bayern Munich, going out for an early morning breakfast and testing himself at the gym.
Dip.FS (FB)
0403 050 030 stephenl@taggroup.com.au My Bio
Backed by the team at Tag Finance, Stephen is able to support you reach your financial goals.
Stephen brings a wealth of life and finance experience to TAG. Stephen became a mortgage broker three years ago and joins TAG as a construction lending specialist.
Stephen’s main goal is to exceed customer expectations by providing a professional, personalised, friendly and efficient service adapting to suit individual client’s needs. ‘I take pride in building long term relationships with my clients.’
Stephen can help you with:
Tony holds an Advanced Diploma of Financial Services in Financial Planning and a Diploma of Financial Services in Finance Broking. He enjoys working in the financial services industry and is very conscious of delivering the type of service he would expect himself. Solid advice with solution based outcomes.
Together Stephen and wife Melanie have 2 children. Stephen enjoys coaching his local cricket & football teams and is even a committee member of his daughter’s Pony Club.
Give Stephen a call today!
ADFS (FP) & DFS (FP)
0409 884 134 tony@taggroup.com.au My Bio
Tony began his career in the financial services industry back in 1981 working for ANZ, Esanda, CBA and then joined the broking world in 2004. In 2006 he joined forces with Andrew and Glen to establish TAG Finance, and then TAG Wealth Solutions in 2007.
Tony holds an Advanced Diploma of Financial Services in Financial Planning and a Diploma of Financial Services in Finance Broking. He enjoys working in the financial services industry and is very conscious of delivering the type of service he would expect himself. Solid advice with solution based outcomes.
Away from the office Tony is married with two boys. To keep fit Tony is an avid paddler, plays touch rugby and is a foundation member of the Force and hopes he lives long enough to see them win a championship!
Dip.FS (FB)
0413 787 441 andrew@taggroup.com.au My Bio
Andrew joined the finance broking industry in 2003. Together with Tony and Glen he co-founded TAG Finance in 2006. Andrew enjoys listening to his clients’ needs so that he can work with them to provide the right finance solution for their specific circumstance.
Andrew says, “I also enjoy developing the TAG business offering so that we can essentially become the one stop shop for clients. Our goal is to provide consistent high level service to our clients, ensuring that they have peace of mind that all their financial matters are well managed.”
Away from the office Andrew and Linda have seven children between them. This makes dinner time extremely entertaining and a highlight of each day. Andrew is heavily involved in the local Applecross Community. He has held various roles at the Applecross JFC including, president and coach.
ADFS (FP)
0429 993 396 mat@taggroup.com.au My Bio
Mat has 20 years’ experience working in the Financial Planning industry. He works extensively through WA regional centers such as Albany, Bunbury and Geraldton.
Mat’s great strength is his ability to help clients understand the more sophisticated areas of the financial landscape by replacing the confusing financial jargon with everyday language his clients can understand.
Living in Manning with his wife Linda, a school teacher at Manning Primary School, Mat has two boys, Griffin (15) and Sam (12).
Mat has many strong community ties via his great passion for AFL football; Mat is a premiership coach at Manning JFC and is the current Director of Football at WAFL club Perth. Mat is also heavily involved with the Footy Champs program that provides a platform for disabled children to participate.
ADFS (FP)
0428 029 770 michaeln@taggroup.com.au My Bio
Michael was born and raised in New Zealand and later moved to Australia in 2008. Michael has been working in the financial services industry since 2007 and has held positions in global insurance businesses, award winning private boutique wealth management firms and more recently as an adviser for the Commonwealth Bank.
Michael has had vast financial services experience across areas such as Retirement Planning, Wealth Creation, Debt Management and Asset Protection. His meeting with you will involve a discussion around your specific goals and objectives and what you would like to achieve, from there he and the team will get to work on a plan that will help you achieve your dreams. Michael is very passionate about helping his clients through this process and gets a lot of pleasure when clients are able to realise their dreams.
Outside of work Michael is an avid sports fan, particularly for Rugby League and Motorsport. He plays touch football and is currently working towards his Masters in Applied Finance.
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.
We’ve made it easy for you to get in touch with TAG. You can call us on (08) 9367 1227, Make an Enquiry below or Request a Call-Back at a time that suits you.
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