Team

Tahlea Forbes
BBus (FP)
Meet Tahlea
Tahlea has worked in the financial services industry since 2010, bringing over a decade of hands-on experience across various roles, from administration and strategic paraplanning to her current position as a Financial Adviser at Halpin Wealth. This diverse background has given her a comprehensive understanding of financial planning operations, allowing her to provide well-rounded advice tailored to each client’s unique needs.
Tahlea is passionate about empowering her clients to achieve financial security and peace of mind through clear, actionable strategies. She takes pride in her ability to simplify complex financial concepts, ensuring clients feel confident in their financial decisions. Whether it’s retirement planning, investment management, or superannuation advice, Tahlea is committed to delivering personalised solutions that align with her clients’ goals and aspirations.
Throughout her career, Tahlea has gained significant expertise in areas such as superannuation, retirement planning, investment strategies, and social security advice. Her approach is deeply rooted in building trusted relationships, understanding each client’s personal journey, and guiding them with practical solutions that resonate with their vision for the future.
Outside of work, Tahlea enjoys spending time with her partner exploring the Riverland, camping, or taking their dogs to the beach. A natural host, she often entertains friends and family at home, creating meaningful connections both professionally and personally.
Feel free to connect to explore how Tahlea can support your financial goals.
EXPERTISE
- Retirement Planning and Superannuation Advice
- Investment Strategy Development and Management
- Client-Centric Financial Planning Solutions
- Social Security and Pension Fund Expertise
- Holistic Wealth Creation Strategies
QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS
- Bachelor of Business (Financial Planning), RMIT University
- Diploma of Financial Planning, Kaplan
- Financial Adviser Standards and Ethics Authority (FASEA) Accredited
- Member of the Financial Advice Association of Australia (FAAA)