TAG Financial Planning Pty Ltd

2B Forbes Road,Applecross, WA, 6153

phone 08 9367 1227

TAG Financial Group is a Multi-Award winning Finance Broking, and Financial Planning company that has been servicing the financial needs of clients for over 17 years. Our finance team is dedicated to helping business owners, first home buyers, young adults and families find the right loan at the right price and with a fraction of the headaches normally associated with dealing with finance brokers or lending institutions.


Our Financial Planning team help clients understand the more sophisticated areas of the financial landscape. They will replace confusing financial jargon with everyday language that is easy to understand.
 

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Our team

Shannon Whittington
Principal adviser/Managing Director

Shannon knew from a young age that he wanted help others to achieve their financial goals and in 2001 began his career as a Financial Planner.

Gaining experience within a wide range of firms including time with a Big 4 Bank where he was responsible for a team that provided advice to large business banking clients and high net worth individuals in the CBD.

A passionate person Shannon believes strongly in listening to his client’s needs, wants and desires so that his advice is tailored to their specific objectives.

He says, “The greatest accolade for a financial advisor is watching a client’s long-term goals materialise into reality!”

A committed Martial artist in several disciplines, he represented Australia at the 2007 IFMA World Muay Thai Championships in Bangkok and was awarded Black Belt of the year 2006 & 2007.

A dedicated family man, Shannon is married to his beautiful wife Chelsea, and they have two daughters.


Mat Bateman
Senior Financial Planner

Mat is a Senior Financial Planner, backed by the team at TAG Wealth.

Mat has 20 years’ experience working in the Financial Planning industry. He works extensively through WA regional centres such as Albany, Bunbury and Geraldton.

Mat has a great ability to help clients understand the more sophisticated areas of the financial landscape. He will replace confusing financial jargon with everyday language that is easy to understand.

Mat lives in Manning with his wife Linda and their two boys. Linda is a school teacher at Manning Primary School.

Mat has many strong community ties via his great passion for AFL football. He is a premiership coach at Manning JFC and is the current Director of Football at WAFL club Perth. Mat is also heavily involved with the Footy Champs program that provides a platform for disabled children to take part.

 


Services

Financial Advice

Wealth Management

Investing

Insurance

Debt Management

Superannuation

Retirement Planning

Estate Planning

Self Managed Super Funds

Gearing

Direct Equities

MIS AGRI

TASA Services