After graduating from Kingston University in London with a BA (Hons.) degree, Tanya decided to make Australia home. For the past 20 years she has held dual citizenship of Australia and the UK.
She began a career in the financial services industry in 2003 with Merrill Lynch HSBC in Australia as an Investment Consultant. She relocated to Singapore in 2008 with her family and joined AAM Advisory in 2013. She now acts as principal wealth manager to over 50 Australian clients who she retains within her portfolio.
Tanya is passionate about helping clients and their families achieve their financial goals and has successfully helped them with their wealth accumulation, wealth protection and inter-generational wealth transfer needs.
Tanya’s years of experience working with internationally mobile individuals, with multi-jurisdictional interests and assets, has given her broad knowledge to help any such client. Her experience in implementing appropriate planning to provide optimum ‘post-tax’ returns, in addition to helping clients create and implement effective succession planning strategies, she finds to be very relevant for most global clients.
Tanya is married and has two adult sons who are both now living in Australia. Her hobbies include Muay Thai, swimming and travel.
“Tanya was recommended to me by one of my peers, and the time I spent with Tanya was absolutely worthwhile. She helped me align the goals for the long-term whilst ring-fencing the short-term criteria. She took a patient, calculated and personable approach in producing a plan that covered the key requirements for our family, explaining the future value of education costs, effects of inflation and what my wife and I would need to achieve to meet those requirements. She gave us the minimum growth requirements we need to meet our own short- and long-term ambitions. Financial planning/Wealth Management requires trust between the client and planner and Tanya immediately identified with us and she built that trust based on our requirements and not that of the company she worked for. I would absolutely recommend Tanya to friends, colleagues and peers alike, the service she delivers is professional, knowledgeable and trustworthy.”
Danny Mesrop, Regional Vice President | Channels & Alliances | Evangelist & Change Agent | Sales & Marketing | Asia Pacific & Japan
“Tanya has been fantastic right from the first time we met to discuss my financial goals. She is a great communicator who takes the time to really look at your portfolio and make suggestions to improve or secure your investment. I am very pleased with the results that she has achieved so far and have recommended her to friends and family as a result of the great relationship I have with her.”
Jason Pearce, Chief Technology Officer APJ, Middle East & Africa at IFS