Our Team
We bring different perspectives to the table, but we’re united by a love for purposeful work, thoughtful design, and real connection.
Maggie Tagg
ADFS (FP), AFP
Maggie has been working in the financial services industry since 1986. She started her career in banking and finance and made the change to financial planning in 2000. Maggie prides herself on the caring and dedicated service she provides and the professional quality advice which delivers sound financial outcomes for her clients. Maggie holds an Advanced Diploma of Financial Planning. In 2018, she was a finalist for the Financial Planner of the Year Award, one of the Women in Financial Services Awards.
Sub Authorised Representative: 404171
Senior Financial Adviser
Simone Richardson
Simone has been working in the financial services industry since 2001 and holds a Bachelor of Business (Eco) and Advanced Diploma of Financial Planning. Simone’s qualifications and experience, coupled with her focus on delivering a very personalised planning service, inspires confidence in her clients that their investment strategy is a sound one and will deliver the lifestyle and financial security they desire. In 2017, she was a finalist for the AFA’s Female Excellence in Advice Award.
Sub Authorised Representative: 443931
Senior Financial AdviserBBus (Eco), ADFS (FP)
Marketing DirectorEleanor Parks
Creative and strategic in equal measure, our marketing director brings fresh ideas to every campaign. They turn insights into action and help our message resonate with the right audience.
Customer Service ManagerKarl Holland
Friendly, attentive, and always ready to help, our customer service manager ensures every interaction is a positive one. They keep communication clear, timely, and human.