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Tara Walder

 Tara Walder

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638 PO Box
Rosanna
VIC
3084
AU

Overview CONTACT THE ADVISER

Tara Walder Tara Walder

total Reviews

16

Experience

10yrs

Status

Gold

Overall Adviser Rating

80

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Captivate Wealth
Captivate Wealth

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Estate PlanningEstate Planning

Latest Customer Reviews (3 of 16 total)See all

"Tara was very helpful and extremely knowledgeable about the products that I required. I would recommend Tara to my friends & family."

Anthony, 46-55 10 Aug 2018

"Tara Walder is an excellent advisor and very professional. She has assisted us in obtaining appropriate life and income protection insurance for us which was tailored to our needs. She got back to all our enquiries in a timely manner. Very happy with her and have happily recommended her to others."

Mimi, 35-45 30 Jul 2018

"Tara provided us with friendly and professional advice and helped us to make a informed decision. "

Jagath & Praveena , 35-45 8 Jul 2018

History & Qualifications CONTACT THE ADVISER

My membership

No membership found

Awards
  • Runner-up for Financial Services Partners ‘Rising Star of the Year’ in Shanghai (2014)
  • Finalist for Financial Services Partners ‘Rising Star of the Year’ in Auckland (2015)
Years of experience
  • 10 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

PO Box
638, Rosanna
VIC 3084 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 97% Average Reviews
  • 16 Total Reviews
Anthony, 46-5510 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Tara was very helpful and extremely knowledgeable about the products that I required. I would recommend Tara to my friends & family."

Mimi, 35-4530 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Tara Walder is an excellent advisor and very professional. She has assisted us in obtaining appropriate life and income protection insurance for us which was tailored to our needs. She got back to all our enquiries in a timely manner. Very happy with her and have happily recommended her to others."

Jagath & Praveena , 35-4508 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Tara provided us with friendly and professional advice and helped us to make a informed decision. "

David, Under 3505 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Tara, has been great. She's easy to work with, very responsive and I feel I got a really good deal on what I was looking for. I'd highly recommend her."

Mark, 35-4507 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Tara knows her stuff and I was impressed with her professionalism and knowledge"

Alba, 56-6501 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"High efficient and really knows what to do"

John , 46-5503 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Allgood!! Informative and good service!!"

james, 35-4522 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Tara has been most helpful in guidance for our life insurances. she demonstrated knowledge and empathy towards our personal situation and we have recommended her to family members also for assistance."

Niki, 35-4521 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

" "

anna, 46-5520 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"professional,friendly"

Terry, 56-6520 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Tara has provided risk protection advice for me over the last 3 years & has always given clear direction for the best way forward. She is attentive, thorough and a delight to work with. Highly recommend her services."

Nick, 46-5520 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Tara has provided exceptional advice and explains things in terms that are easily understood. Her product knowledge is outstanding and I would have no hesitation in continuing to refer family and friends to her."

Josh, Under 3512 Dec 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Tara sorted myself and my partner with a minimum fuss and easy explanations for products we need and reason for the way she set them up for us."

Sneha, Under 3511 Nov 2016
Expand
Overall customer rating
69%
- Communication
75%
- Knowledge & Expertise
50%
- Customer Care
75%
- Recommendation
75%

"I don't need to worry When Tara is managing all my insurance and protection cover."

Anthony, 35-4503 Oct 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Tara has been very efficient and flexible for our needs. Always following up any questions we have and explaining everything with clarity. I would not hesitate to recommend Tara to anyone. "

ANTHONY, 35-4503 Oct 2016
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"Excellent Advice"

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

1

Number of advisers who vouch for the integrity of this adviser

1

FINANCIAL SERVICES PARTNERS PTY LIMITED

Top 5 Skills (as rated by customers)


#1
Insurance Protection
STRENGTH
14
Customers

#2
Building Super
STRENGTH
2
Customers

#3
Savings Investment
STRENGTH
1
Customers

#3
Self Managed Super Funds
STRENGTH
1
Customers

x

Overall rating

80%

Tara Walder

Company: Captivate Wealth

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Tara Walder is a member of and in what capacity, the licensee or company of Tara Walder and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Tara Walder (see report card scoring)

Qualifications: 75%

Compliance: 79%

Experience: 50%

Quality of Advice: 0%

Customer Satisfaction: 0%