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
Tarnia has always offered her expertise in a professional manner and interest in individual circumstances.
She is good
she is caring, professional and always helpful, thank you Tarnia
- Adviser status Gold
- Number of reviews 17
- First year providing advice 2005
- Years of experience 18
- Diploma of Financial Services (Financial Planning)
- Diploma of Financial Services (DFP 1-4)
Gurney Financial Services Pty Ltd24 Nangar St
Woongarrah, NSW 2259
Lionsgate Financial Group Pty Ltd