Tanya Carlson
About Me
Tanya is known to be a strategy expert. Life is complex and people have complex structures, by collaborating with your other professionals (accountants/lawyers etc) we work to achieve the optimal financial outcomes for you. Superannuation is an area of advice we are passionate about. As a holistic business we believe all areas of your life are interconnected and we take in the whole picture. Our expertise suit business owners who want to build financial independance as well as build their business.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Masters Degree
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Years of Experience 15 Years
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Licensed By Gps Wealth Ltd
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Advice Fees From $10,000