TAG Financial Services P/L
Sarah Burke is an experienced financial services professional with a solid background in investment advisory and wealth management. Currently serving as the Operational Manager for Investment Advisory and Wealth at TAG Financial Services P/L since April 2023, Sarah previously held the position of Wealth Manager at Ashfords from May 2018 to March 2023. Earlier roles include Client Services Manager at Ultimate Financial Planners and Paradigm Strategic Planning, and Paraplanner at Shadforth Financial Group Ltd. Sarah holds a Bachelor's Degree in Business Administration from Monash University and has professional training from Kaplan Professional.
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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.