We’re a national financial planning firm who pride ourselves on delivering exceptional financial advice and personalised service. We look after almost 3,000 families and $1 billion in client funds. With years of combined experience, our people are our greatest asset. Your finances are in good hands.
Tamara assists Suzanne Johnston, James McGregor and Sarah Gonzales with the management and administration of their client portfolios. Tamara has a Bachelor of Business and a Diploma of Financial Planning. She has over 3 years’ experience in the Financial Planning profession.
Location: sydney
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