Talitha Rae

Adviser Support Manager

 

After beginning her career in General Insurance, specialising in corporate compliance & Legislation. Tali made the transition into the financial planning industry in 2016, Since then, she has enjoyed refining and improving her skills, and building her knowledge of the industry. Tali spends a large amount of time getting to know clients goals & objectives so that the solutions provided not only help them today, but are sustainable into the future.

Beyond risk management and insurance, Tali works closely with our Advisers & expert peers to ensure her technical knowledge and practical experience in wealth management and retirement planning continues to strengthen. Tali enjoys researching and navigating through the intricacies of superannuation and pension planning and gains satisfaction from helping clients realise their personal and financial goals

Outside of work Talitha enjoys spending time with her family & friends while enjoying the coastal lifestyle. Talitha is also completing her Masters Degree in Finance.  

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