Tama brings over 20 years of experience in financial services, having held roles as a Senior Planner at a major bank and spent five years managing adviser teams.
He specialises in guiding those who are beginning to think seriously about retirement, or have recently retired. He is passionate about enhancing his clients’ financial well-being by providing clarity and confidence while reducing financial anxiety. By taking the time to understand what matters most to his clients, Tama uses his expertise to align their priorities with effective financial strategies. His goal is to ensure that clients have the right plans in place to live their best lives.
When he's not working, you can find Tama in his garden, taking walks with his wife Michelle, playing guitar, enjoying the ocean, or watching the All Blacks or Mighty Hawks!
Financial Advice Association of Australia (FAAA)
Your adviser is based at our Melbourne office
