Senior Client Manager
Tanaz has over 20 years of experience in the financial services industry, with 13 years experience at Perpetual Guardian. She has the expertise to assist clients in achieving their financial goals and estate planning needs.
She thrives on developing and building long term relationships with clients which soon makes her their trusted adviser. Tanaz deals with high net worth clients under different structures – estates, Trusts, Charitable Trusts and individuals under Enduring Power of Attorney.
As a Financial Adviser (FA) and Certified Financial Planner (CFP), Tanaz is passionate about providing customised investment planning advice and managing large investment portfolios.
Tanaz is a Commerce Graduate, Member of the Executor and Trustee Institute (METI) and holds a Grad Dip in Business (Personal Financial Planning).
Outside of work, she is very active within her local community, serving as a trustee on a Charitable Trust, long time Age Concern volunteer and several other community projects.