At TAG Financial Services, we take pride in fostering a supportive, open, and professional culture where every team member feels valued. That’s why celebrating milestones isn’t just a tradition – it’s an essential part of who we are. In this post, we’re excited to recognise three outstanding team member milestones, highlighting their contributions and the impact they’ve made.
2025 is a year of new beginnings and exciting possibilities. Managing Director of TAG Financial Services, Mark Templeton, looks back on the previous year, as well as reflecting on TAG’s growth, and looking ahead to our plans for 2025.
We are thrilled to announce the promotion of two of our valuable team members – Emma Partenza to Senior Manager Superannuation Advisory & Audit and Arden Shaw to Senior Manager Investment Advisory & Wealth.
TAG will be closed on Monday 25 December 2023 and will re-open on Monday 8 January 2024.
We have shared some great blogs this year! Here are our most read articles of 2023.
It is with great excitement that we announce the appointment of Jean Jacquin as Partner – in our Business Advisory and Taxation division.
We are excited to announce that we will be fully operational and open to clients in our new building at 17 Station Street, Malvern from Monday 7 August.
Our last day at our current office will be Thursday 23 February. Find out more about our exciting move in this blog.
In 2022, TAG celebrated its 25-year anniversary. In this time, TAG has grown and evolved, and we felt our brand should also reflect our growth. We are proud to announce the launch of our new logo: In the development of the new logo, we spent time considering the benefit we provide our clients and…
We have some exciting things happening at TAG! Read more in this update from our Managing Director, Mark Templeton.
The Federal Treasurer, Dr Jim Chalmers, handed down the Labor government’s first Federal Budget on 25 October 2022.
The following provides the key points in relation to business, individuals and superannuation.
Emma Partenza, our Superannuation & Advisory Manager was recently asked for her expert comment in the Australian Financial Review. Read the article here.