Bachelor of Commerce (Information Systems and Human Resources), University of NSW
Advanced Diploma of Financial Services (Financial Planning)
Certificate IV in Mortgage Broking
FASEA Bridging Course
Specialisations
Leadership
Financial advice
Advice compliance
Wealth management
Financial advice technology
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Tanya has been in the financial services industry for 20 years and is passionate about improving the quality of advice provided to clients and creating efficiencies for advisers.
Tanya has held various roles in compliance, practice development, financial planning software and advice coaching in both small and large licensees. Most recently as the Chief Operating Officer for LaVista Licensee Solutions, which provided support services to both aligned ClearView and Matrix advisers as well as the self-licenced adviser channel including compliance, paraplanning, operations, technical and adviser technology.
