Tara is the Client Services Associate for our Insurance team, where she plays a central role in supporting our valued clients and ensuring their day-to-day enquiries are handled with efficiency and care. Alongside managing ongoing service needs, she oversees the full implementation process for new Life Insurance strategies, ensuring every detail is set up accurately and aligned with each client’s goals.

Currently working her way through a Bachelor of Commerce with a major in Financial Planning, Tara works closely with our advisers to develop and test strategies as she expands her technical knowledge. Her commitment to learning, combined with her strong client focus, reflects her ambition to progress into a Financial Adviser role in the future.

In her spare time, Tara loves exploring the Aussie outback and four-wheel driving.