About
TAG Financial Group

Banking and finance professional with 20 years' experience tailoring solutions for commercial and corporate borrowers within the property, education, and not-for-profit sectors in WA.

Founder and CEO of Royal Oak Capital and the Transact Group, leading a fully integrated commercial real estate, finance, and investment platform. With over $200M in stabilised assets delivered and experience spanning greenfield developments to asset repositioning, Alex has procured and negotiated debt transactions greater than $100M and overseen portfolios exceeding $3B.

Caitlin plays a key role in ensuring every client’s experience with TAG is seamless, positive, and well supported. Working closely with the team, she helps drive operations, improve processes, and support the people who deliver exceptional outcomes for clients. Known for her organisation, attention to detail, and passion for creating great experiences, Caitlin helps bring the TAG experience to life.

With more than 20 years of industry experience, Glen is one of WA’s most experienced mortgage brokers. Known for his energy, extensive lending knowledge, and solution-focused approach, he thrives on finding the right outcome for every client, particularly when navigating complex lending scenarios. Glen is committed to providing expert advice and exceptional results.

With more than 15 years of finance experience and a background in taxation and business services accounting, Paul brings a unique perspective to lending. He works with a diverse range of clients, from homeowners and investors to self-employed business owners and high-net-worth families. Paul is committed to providing strategic advice and tailored lending solutions to help clients achieve their goals.

Alice is passionate about helping clients achieve their property goals through a personalised and straightforward lending experience. Taking the time to understand each client’s circumstances, she simplifies the process by replacing complex financial jargon with clear, practical advice. Alice’s genuine approach and commitment to customer service help make the lending journey simple and rewarding.

With more than 30 years of finance experience, Warwick brings a wealth of knowledge and expertise to every client interaction. Passionate about helping clients navigate lending with confidence, he has extensive experience supporting first home buyers and self-employed borrowers. Warwick is known for his honest advice, practical approach, and genuine commitment to achieving the right outcome.

Matthew has a strong understanding of complex financial positions and takes the time to understand what each person is looking to achieve. His knowledge across residential, commercial, and asset finance allows him to look at the bigger picture and develop tailored lending solutions that align with his customer’s goals. Matthew is committed to building trusted relationships and making the lending journey as smooth as possible.

Rebecca is an integral part of the TAG team, supporting clients throughout their home loan journey and ensuring the process progresses smoothly from start to finish. With extensive finance experience, she brings a wealth of knowledge, attention to detail, and a calm, reassuring approach to every client interaction. Rebecca loves sharing in the excitement of helping clients achieve their property goals.

Zyra plays an important role in creating a smooth and positive experience for clients throughout the home loan journey. Known for her warm, friendly nature and meticulous attention to detail, she takes pride in ensuring clients feel supported and informed every step of the way. Zyra’s proactive approach and commitment to exceptional service make her a valued member of the TAG team.

Christine, affectionately known as Tin, is a valued member of the TAG team, supporting clients throughout their home loan journey with care and attention. Having hit the ground running from day one, Tin is known for her proactive approach, responsiveness, and commitment to delivering an exceptional client experience. Clients appreciate the professionalism and genuine care she brings to every interaction.