Lifestyle Financial Services Pty Ltd (ABN 85 065 161 391) is a Corporate Authorised Representative of Fortnum Private Wealth Limited, ABN 54 139 889 535, AFSL 357306 (“Fortnum”).
Tara has worked in the financial services industry for more than 17 years. She started at BT Financial Group in client services before moving to Melbourne for a Relationship Management role specialising in Corporate Superannuation.
Tara continued to enhance her corporate superannuation skills in Relationship Management with Colonial First State back in Sydney, a role she excelled in for 9 years.
Tara joined the Workplace Advice Team at Lifestyle Financial Services in August 2017 as a Client Service Manager. She brings a wealth of knowledge and experience, to assist our corporate clients and their employees. She also manages the group insurance risk portfolios. She has been recognised by her peers as a person who will always go the extra mile to improve an outcome for employees, employers and team mates alike.
Most of Tara’s free time is spent caring for and enjoying her 3 young children, running around with after-school and sporting activities. Apart from quality family time, Tara enjoys riding bikes, keeping fit and short breaks in the family caravan.