BBus (FP)

Tahlea has worked in the financial services industry since 2010. With over a decade of experience, Tahlea has accumulated a wealth of knowledge and expertise by working hands-on in different roles from administration to strategic paraplanning before stepping into her current advisory position. This diverse background enables Tahlea to offer a comprehensive and well-rounded approach to financial advice, ensuring that clients receive insightful and effective guidance tailored to their unique needs.

Tahlea’s approach is rooted in a deep passion for understanding clients on a personal level. She believes that building strong, trusting relationships is key to crafting tailored financial plans that truly resonate with each individual’s vision for their life. Tahlea takes pride in her ability to demystify complex financial concepts and offer solutions that are both practical and effective. Her goal is to help clients not only set and achieve clear financial goals but also enjoy the journey along the way.

Outside of her professional life, Tahlea enjoys spending time with her partner camping in the Riverland or taking her dogs to the beach. She also loves entertaining friends and family, often hosting gatherings at home.

QUALIFICATIONS

Tahlea has achieved the following financial planning accreditations:

• Bachelor of Business (Financial Planning)
• Diploma of Financial Planning

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