Tarnia Gurney Gurney

Gurney Financial Services Pty Ltd

Gold
17 Yrs Experience
Woongarrah, NSW 2259
Tarnia saw a short fall in affordable advice in financial advice for others, including her friends, family, and local community and wanted to a make a difference. Tarnia noticed that there is a need for younger female financial advisers who can relate to those in the same situations. She had found that most people in their 20’s, 30’s and even 40’s had numerous superannuation funds, had taken out a mortgage on their home, as well as numerous debts, but somehow have not planned how to pay for the mortgage and bills if tragedy strikes. Tarnia hopes to prepare and educate individuals and their families in home budgeting, protecting the family and saving for retirement, and hopes this in turn will lead to creating a lifestyle her clients will be happy with. In the beginning, well at least for the first 3 years, Tarnia ran her business after hours whilst working full time for other advisers and learning more on how to service her clients. In Mid-2008, Tarnia decided to step into a full-time role of self-employment to assist and serve the local community. Gurney Financial Services has been built on reputation and referrals only. Gurney Financial Services prides itself on being able to work with local community, small business owners, family & friends, and existing clients, in creating an awareness and education for those in need of affordable financial service. Gurney Financial Services has supported the Local Expos and Events on the Central Coast where they have met many a new client. Gurney Financial Services has also built long term relationships through various networking events on the Central Coast. Tarnia’s background was in Personal Care, in Nursing and Retail Service since leaving school. Though in 1995, Tarnia transferred into financial services industry, working her way up and through one of Australia’s Largest Superannuation and Insurance Companies. Whilst there she completed numerous customer service courses to further her education and understanding of her customers. In 2003, with a relocation to the Central Coast, Tarnia had the opportunity to work with a local Boutique Financial Planning Company. Whilst employed there, Tarnia successfully completed her Certificate in Management as well as her Diploma in Financial Planning, before going out on her own in 2006. In 2008, Tarnia started assisting local small businesses with business planning, human resources, office procedures, and the occasional tender. November 2008, saw the creation of a free networking group on the Central Coast. Coffee Time Networking was created for local home and small business owners to reach out, meet and create friendships. November 2018 brought an invitation to join the board of the Iris Foundation – the prevention of suicide

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 17
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualifications
    • Diploma of Financial Services (DFP 1-4)
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Gurney Financial Services Pty Ltd

24 Nangar St
Woongarrah, NSW 2259

Licensed by

Lionsgate Financial Group Pty Ltd

AFSL 342766

4.80
17 Reviews
5
4
3
2
1
4.75
Clear communication
4.65
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 17

Sort by

5.00

"Tarnia has always offered her expertise in a professional manner and interest in individual circumstances."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"She is good"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Great service"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"she is caring, professional and always helpful, thank you Tarnia"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tarnia has always explained present and future needs that we have clearly, and has directed us to top up our Centre Link pensions, with extra money from our Allocated Pensions, now that we have reached the age of 65. She has followed up with Centre Link on many occasions to clarify anything that she or we were not clear about. She is always willing to go the extra mile to help her clients and is very proficient in what she does."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tarnia takes the time to make sure we are both comfortable and checks that we completely understand everything. She goes above and beyond. Tarnia is extremely professional. We would highly recommend the company."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"made it simple and easy to understand."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 17

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Budgeting

Qualifications & Training

Diploma of Financial Services (DFP 1-4)

Level
5 - Diploma
Institution
ThreeSixty
Completed
2013

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
ThreeSixty
Completed
2005

Certificate IV in Business (Frontline Management)

Level
4 - Certificate IV
Institution
HGT Australia
Completed
2005

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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