TAG Financial Services

TAG Financial Services Focusing on your financial success. TAG Financial Services is a complete service firm. This is a page for TAG Financial Services. Be respectful.

Providing you with the opportunity to have the complete range of financial services including all the needs of small to medium size businesses, right through to retirees. Our Commitment is to anticipate, understand & satisfy the needs of YOU the client, on time, first time, every time. TAG Financial Services has three main divisions all specialising in specific areas. Specialisation is VITAL to en

sure we provide YOU the client with the very best service. Investment Advisory & Wealth Management Business Advisory & Taxation Superannuation & Audit Many accountants provide taxation advice & business services advice, but in many instances they cannot provide other financial advice. On the other hand while pure financial planners can advise on investments, insurances & the like, they quite often don't understand the taxation implications of their recommendations or the correct wealth accumulation structures in which to hold assets. We respect everyone’s right to express their thoughts and opinions, but if your contribution doesn’t comply with Facebook’s Terms and Conditions or our House Rules then it may be removed and result in you being blocked from this page. This page is managed during our business operating hours which are noted on this page, so please keep this in mind when posting outside of these hours, as you may not receive a response until the next business day. TAG Financial Services is not responsible for any comments made by contributors in the Comments areas. TAG Financial Services will exercise its right to moderate and edit comments which are deemed to be offensive or unsuited to the subject matter of this page. TAG’s House Rules:
• Please operate on this page as you would within a professional environment. Please do not post any content containing profanity, personal attacks, hateful language, threats of violence, obscenity, explicit material or defamatory remarks.

• Remember you participate at your own risk so please be careful not to publicly share your personal information or the personal information of others.

• No spam please including promotional material or comments that are off-topic. Disclaimer:

This webpage contains information that is general in nature only. Professional advice should be sought before acting on any aspect of the information. Liability limited by a scheme approved under Professional Standards Legislation. Financial Planning Services provided as an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 ('Count').

On 7 August 2023, TAG House, our Head Office in the heart of Malvern officially opened. We marked the 3-year milestone a...
02/09/2026

On 7 August 2023, TAG House, our Head Office in the heart of Malvern officially opened. We marked the 3-year milestone as a team today (with a spectacular cake).

TAG House continues to evolve alongside our people, the needs of the business, the way we work and welcoming our clients. We’re proud of our 6 Star NABERS Energy and Sustainability rating, reflecting TAG’s ongoing commitment to energy efficiency and more sustainable operations. 🌱 There’s been a creative evolution too. Custom artworks decorate our walls, bringing colour, history, and a fresh artistic feel to the office. 🎨

Here’s to three years in Malvern, and to many more to come!

At TAG, we’re proud of our great team and love seeing our people grow and develop throughout their careers.We’re delight...
13/08/2026

At TAG, we’re proud of our great team and love seeing our people grow and develop throughout their careers.

We’re delighted to share that our Senior Associate Adviser, Eleni Pantelidou has recently passed the Financial Adviser Exam and is now a Provisional Adviser, part way through completing her Professional Year. ✨

Eleni shared that while other kids dreamed of becoming astronauts, vets and fashion designers when they grew up, she had a slightly different vision, she wanted to carry a briefcase and laptop and meet new people. It seems that early ambition was onto something!

Eleni has been a valued member of the TAG team, and this is a fantastic next step in her career.

Her knowledge, professionalism and genuine care for our clients have already made her an important part of our team, and we’re looking forward to supporting her as she continues to develop as an Adviser.

Congratulations Eleni! A wonderful achievement and very well deserved! 👏

There are many people behind the scenes that contribute to our great organisation. Today we celebrate Maintenance Manage...
04/08/2026

There are many people behind the scenes that contribute to our great organisation. Today we celebrate Maintenance Manager, Ron Smith as he reaches a personal milestone of 80 years 🎈🎈, and this year marks his 25th year of maintenance services to TAG.

“He measures twice and cuts once, always finds a fix and is great value for money. Happy Birthday Ron and thanks for the great service. We're looking forward to working with you for many years to come”. Mark Templeton - TAG Financial Services Managing Director.

Here's Mark congratulating Ron with a little gift - a bottle of red. 🍷

What a fantastic day! 🎉We’re delighted with how the 29th annual TAG Super and Tax Strategies Day came together on Tuesda...
28/07/2026

What a fantastic day! 🎉

We’re delighted with how the 29th annual TAG Super and Tax Strategies Day came together on Tuesday 21 July.

It was wonderful to welcome new attendees and reconnect with so many familiar faces who have supported this event over the years. For almost three decades, this seminar has been a great opportunity for accountants, financial advisers and industry professionals to come together, share knowledge and explore practical strategies to support better client outcomes.

The day was filled with insightful presentations, valuable discussions, real-life case studies and plenty of opportunities to connect with others in the profession. It was fantastic to see so many passionate professionals in one room, sharing ideas and learning from each other.

A big thank you to our sponsors, presenters and attendees and our team for helping make this another successful event.

We’re already looking forward to celebrating the 30th annual TAG Super and Tax Strategies Day with everyone next year! 🙌


Webinar: 2026 Economic and Investment OutlookJoin us for an exclusive investor focussed webinar which will offer expert ...
18/05/2026

Webinar: 2026 Economic and Investment Outlook

Join us for an exclusive investor focussed webinar which will offer expert insights and practical strategies to navigate ongoing economic shifts and market volatility.

Featuring Leigh Jobling, a Partner of our Investment Advisory & Wealth division and special guest Brook Sweeney, Senior Asset Consultant at Evidentia, this session will explore the latest market dynamics—covering the impact of global trade tensions, domestic policy developments, and the broader investment landscape. Importantly, it will touch on how these factors could impact investment strategies over the next 12 months.

✔ Stay informed on the latest economic and policy developments
✔ Gain timely insights into market trends and investment risks
✔ Learn practical strategies to protect and grow your wealth.

Register now to reserve your spot: https://ap1.hubs.ly/y0Swn00

This month marks 29 years since TAG was founded 🎉From our early beginnings to nearly three decades of growth, our journe...
06/05/2026

This month marks 29 years since TAG was founded 🎉

From our early beginnings to nearly three decades of growth, our journey has been shaped by the dedication of our team, the trust of our clients, and the strong collaboration of our accounting partners.

Whether you’ve been with us for many years or have recently joined the journey, your support continues to play a vital role in who we are today. Together, we’ve navigated complex challenges, shared knowledge, and built something we’re genuinely proud of.

We’re grateful for the relationships that have brought us here and excited for what the future holds.

Here’s to continued growth, meaningful partnerships, and plenty more celebrations (and cake 🍰).

Address

17 Station Street, Malvern
Malvern East, VIC
VIC3144

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

03 9886 0800

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