TAG Financial Services P/L
Eleni Pantelidou is an experienced financial professional with a strong background in advisory, compliance, and accounting roles. Currently serving as an Associate Advisor and in Client Services at TAG Financial Services P/L since May 2019, Eleni has previously worked as a Paraplanner at Arthur Roe & Associates Chartered Accountants and held various positions at iProsper Financial Planning, specializing in compliance management and financial advice review. Earlier experience includes roles as Accounts & Payroll Officer at TRT Nominees Pty Ltd and Assistant Accountant at Duroplast S.A., focusing on accounts management and regulatory compliance. Eleni holds a Master’s Degree in Professional Accounting and a Diploma of Financial Planning, along with other relevant qualifications in finance and economics from esteemed institutions.
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TAG Financial Services P/L
TAG is a privately owned and operated financial services business, established in 1997. We are committed to delivering practical solutions in every situation and pride ourselves on helping our clients attain their goals. Our approach is built on a foundation of quality service, technical excellence, teamwork and a drive for making a real difference to our clients’ lives. Our comprehensive range of services include: Business Advisory and Taxation Superannuation Advisory and Audit Investment Advisory and Wealth Finance and Loans We are also a trusted brand to accounting and professional advice firms. We have always focused on practical solutions to technical problems and seek to deliver value in what we do. Our services to accountants include: Our annual Superannuation Strategies Seminar Superannuation Consulting Services Fund Establishments and Amendments Technical Updates and Webinars All our services are undertaken in-house (we do not outsource overseas) by TAG’s well trained and carefully selected professional team.