Tara joined the Mt Gravatt office in September 2012. Prior to joining RI, Tara spent 3 years working for another local Financial Planning practice where she started at reception and transitioned to a Client Support Role.
Tara holds a Diploma of Financial Planning and is currently furthering her study by doing a Graduate Diploma of Financial Planning. She is also a Commissioner for Declarations.
She has extensive experience in providing complex, high-value customer service coupled with knowledge of the financial services industry. Part of her role at RI is to provide support in all matters of administration including completion and submission of paperwork, monitoring of implementation, liaising with clients and relevant fund managers, as well as providing direct adviser support and assisting with the creation and ongoing management of business policies and procedures.
Tara was announced the RI Support Staff Person of the Year for 2013, and was also nominated as a finalist for this award in 2014 and again in 2018.
This is a National award given in recognition of excellence in support services and is something that she is extremely proud of.
In June 2018 Tara and her husband Dean were married.
She enjoys spending time with her husband and their dogs, as well as her family and friends.
She is an avid traveller, enjoys cooking, gardening, keeping fit and healthy, going to the beach and a good wine on a Saturday afternoon!