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Category: What’s Happening at TAG

Posted on March 29, 2021October 16, 2023

Webinar Now Available: Super Investment Strategies

Whether you are 25 or 65, understanding the rules and choosing the right investment strategy within your super will influence how much money you’ll have in your retirement years.

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Posted on December 21, 2020March 16, 2021

TAG Celebrates Staff Milestones!

After a strange year, it is nice to take the time to celebrate the 2020 milestones of some of the wonderful team here at TAG.

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Posted on November 4, 2020March 16, 2021

TAG- Still Open for Business!

From Monday 9 November, in line with the State government’s pathway to re-opening, we have established our COVID-safe plan and will be transitioning our office to re-open.

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Posted on October 6, 2020March 16, 2021

Meet the TAG Team – Emma Partenza

TAG is excited in introduce our newest Manager in our Superannuation Advisory & Audit team – Emma Partenza.

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Posted on September 7, 2020March 16, 2021

TAG – Still Open for Business!

Sunday’s state government ‘roadmap to recovery’ announcement has outlined a strict and lengthy pathway to re-opening. For TAG, this means our team will continue to work remotely.

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Posted on August 21, 2020March 16, 2021

TAG celebrates exam success

All advisors are now required to have minimum education standards and while that wasn’t an issue for all TAG Advisors, the royal commission required us all to undertake an ethics exam and a FASEA exam.

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Posted on August 4, 2020March 16, 2021

TAG – Open for Business!

Due to the latest government announcements regarding COVID-19, the TAG office will be completely closed from Thursday 6 August, and all our team will be working remotely.

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Posted on July 17, 2020March 16, 2021

Message from our Managing Director

Read the latest message from our Managing Director, Mark Templeton on how to approach round two of lockdown when it comes to your business.

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Posted on April 3, 2020March 16, 2021

TAG is working remotely

Due to the impact COVID-19 is having on our community the TAG team are now working remotely.

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Posted on March 26, 2020March 16, 2021

Message from our Managing Director

At the commencement of the current crisis, Mark Templeton, Managing Director of TAG Financial Services met with the Board and immediately enacted a disaster management strategy.

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Posted on February 3, 2020March 16, 2021

‘Gather for Good’ Bushfire Relief Event

TAG is proud to support Gather for Good. This is an epic fundraising event and will see 100% of funds raised given back to those affected by the bushfires.

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Posted on April 15, 2019March 16, 2021

Meet the TAG Team – Wendy Waack

Wendy Waack is our newest Partner and in this article Wendy outlines her career journey – and like many females, it is not straight forward.

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