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Tamara Gillman

Coastal Advisory Australia

Gold
17 Yrs Experience
The Junction, NSW 2291

As the founder and director of True Journey Financial Planning, Tamara prides herself on forming lifelong relationships with her clients and taking a thoughtful, personal and caring approach. 

Her strong reputation is due to the many years of providing great results to her clients, and helping them reach an early and comfortable retirement.

She has over 10 years experience in the finance industry.

Tamara is a Certified Financial Planner™ and a member of the Financial Planning Association.

Qualifications:

  • Advanced Diploma of Financial Planning
  • Certified Financial Planner designation
  • Bachelor of Business Management (University of Queensland)
  • Specialist SMSF accreditation

Phone: 0403 466 330

Email:  Tamara@truejourneyfinancial.com.au

We have over 80, 5 Star reviews on Google - just google True Journey Financial Planning to read the reviews.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Complex Investments
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2009
  • Years of experience 17
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Coastal Advisory Australia

15 Kenrick St
The Junction, NSW 2291

Opening hours

  • 8:00am – 4:00pm Friday
  • 8:00am – 6:00pm Monday – Thursday

Licensed by

RI Advice Group

AFSL 238429