Summary

Initially coming from a tax background, I felt a strong need to help clients obtain much-needed financial security. This was something I wanted to be a part of, hence the commencement of Tanti Financial Services in 1986. A successful day to me is being able to work in an environment that I enjoy going to, and seeing client satisfaction come to life as a result of our professional knowledge and advice. My long-term vision for Tanti Financial Services is to provide clients with the tools and products to be financially independent and to ensure that should any bumps occur along the way, that their objectives are still met. My 40 years of experience have shown me that it's important to the success of the practice to treat and advise a client as if you were in their shoes. I am a Certified Financial Planner (CFP), Self-Managed Super Fund Specialist, Accredited Aged Care Specialist and Justice of the Peace.