Tara joined the Mt Gravatt office in 2012, bringing experience from a local financial planning practice where she progressed from reception to a Client Support role.
She holds a Diploma of Financial Planning and is currently completing a Graduate Diploma of Financial Planning. Tara is also a Commissioner for Declarations.
With extensive experience in complex client service and a strong understanding of the financial services industry, Tara provides comprehensive support. Tara’s commitment to excellence has been recognised nationally, having been awarded the RI Support Staff Person of the Year in 2013 and named a finalist in 2014 and 2018.
After 14 years experience as a Client Services Officer with RetireInvest, Tara has transitioned into an Adviser Associate role, supporting her continued progression through the qualifications required to become a Financial Adviser.
She is currently finalising her studies with the goal of becoming a Financial Adviser.