Michelle Griffiths

TAG Financial Services

Gold
21 Yrs Experience
Malvern, VIC 3144

I am proud to be involved in a full service financial group. I work with clients doing Strategic Planning with them - focusing on what is important to them so they can achieve their goals.

Incorporating Financial Planning, Tax planning, Estate planning elements as well as maximising Superannuation opportunities - to explore opportunities and therefore maximise the chances of achieving financial success in whatever they do.

A satisfying role helping clients in a very profound way. Can I help you achieve your financial goals?

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Property Investment
  • Cashflow & Income
  • Expat Finance
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

There is no smoke and mirrors when it comes to our fees. We will quote you before we do any work for you, so you are in control of the next steps and your options along the way. Transparency and making sure we are providing VALUE is our ethos.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2003
  • Years of experience 21
  • Highest qualification
    • Bachelor of Business (Accounting)
  • Language spoken
    • English

TAG Financial Services

17 Station St
Malvern, VIC 3144

Opening hours

  • 8:00am – 5:30pm Monday – Wednesday, Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

TAG Financial Services

AFSL 415632