Since joining MiQ Private Wealth in 2024, Tara has built a strong foundation in financial planning, working closely with our advice team and clients to support the advice process and help them progress toward their financial goals. Her collaborative approach and passion for continuous learning have helped clients navigate important financial decisions with confidence.
Having worked across both client support and advisory roles, Tara brings strong interpersonal and communication skills, combined with a collaborative and solutions focused approach. She is passionate about helping clients achieve their financial goals and continues to build her technical expertise to provide informed, strategic advice.
In 2026, Tara completed her Professional Year and successfully passed the National Financial Adviser Exam, and is now authorised to provide professional, client‑focused financial advice.
Education
- Bachelor of Business (Financial Planning)
- Bachelor of Behavioural Science
- Diploma of Business
