About Me

I wear two hats as a Financial Planner and as an Insurance Broker, and as part owner of Tanti Financial Services, a family run business, I am proud to have contributed to the growth of our business and it’s continual success. I pride myself on understanding each unique client’s needs and I welcome the challenge to be able to develop client specific strategies and invaluable advice to reach the goals of my client. At Tanti Financial Services we offer a ‘One Stop Shop’ for our clients with skilled professionals covering a range of services such as; Financial Planners, SMSF Specialists, Mortgage Brokers, Insurance Brokers, Accountants and Bookkeepers. I enjoy meeting with new clients and taking on new challenges. Please contact me to have a chat.

Areas of Focus

  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 14 Years
  • Licensed By
    Licensed By Akumin Financial Planning Pty Limited