What do you do at TAG? I’m a Client Services Officer in the Investment Advisory division. How do you prefer to start your day? Tea or Coffee Usually neither but sometimes I’ll have a Chai Tea. What was your first job? My first office job was TAG but before that I used to do netball…
Meet the team – Jason Roccasalvo, Partner
What do you do at TAG? I am the Partner in TAG’s Superannuation Advisory and Audit division. My team and I assist clients with strategic opportunities with their super, look after their compliance obligations, as well as assisting clients in achieving their estate planning objectives. How do you prefer to start your day? Tea or…
Own Westpac Shares? Read this
Westpac Bank (WBC) has announced it will be undertaking a $3.5 billion off-market buy-back and are offering shareholders at 8 November 2021, the opportunity to participate.
Meet the team – Arden Shaw, Manager
What do you do at TAG? I am a manager in the Investment Advisory and Wealth Division and a CPA. I hold a Masters of Applied Finance. I started at TAG in the Superannuation Division 7 years ago. I moved across to the Wealth Division 3 years ago and as a qualified licensed financial planner…
Meet the team – Tanya Butterworth, Manager
What do you do at TAG? I am a qualified Accountant and started at TAG 20 years ago in the Business Advisory and Tax Division. My current role at TAG is in the Operations Division as the Development and Resources Manager. In my role, I ensure the TAG team are provided with the development, skills…
Meet the team – Lynn Zhang, Manager
What do you do at TAG? I am the technical manager embedded in the Business Advisory Team at TAG. Through sharing with the team and applying specialist knowledge, we add value for our clients. How do you prefer to start your day? Tea or Coffee Whilst I drink both throughout the day, there is no…
Own CBA Shares? Read this…
On August 11, the Commonwealth Bank of Australia (CBA) announced it was undertaking a $6.1 billion off-market buyback and would offer shareholders at 18th August 2021 to opportunity to participate.
Meet the team – Jean Jacquin, Manager
What do you do at TAG? I am one of the managers leading the team in the Business Advisory & Tax Services division with a strong focus on value add to clients and engaging with the team and clients. How do you prefer to start your day? Tea or Coffee. I’m a coffee drinker and…
Meet the TAG Team – Susanne Maas
TAG is extremely excited in introduce to our team our newest, Authorised Representative – Susanne Maas.
Westpac (WBC) Bank Share Offer
Westpac Bank (WBC) is seeking to raise money via a Share Purchase Plan to strengthen their balance sheet, support customer growth and provide an increased buffer above the regulator’s specified capital requirements. As a current shareholder, you are able to purchase up to $30,000 worth of shares at the lesser of: • $25.32 per share;…