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Tarnia is a qualified Financial Planner. Tarnia successfully runs two other businesses, Gurney Financial Services and Planningwerx4U.
Tarnia has a Certificate in Management, Various Customer Service and Training Certificates, as well as her Diploma's in Financial Planning. She has 7 years of experience in Customer Service in the Retail sector, 14 years experience in Customer Service and Management in the Financial Services industry as well as 4 years as a Financial Planner and Finance Coach.
John has for the past 7 years had run his own small business assisting businesses and individuals in their account keeping and mentoring. He has over 40 years experience in the financial/insurance services industry. John has numerous other management and training certificates and is a member of AIM.
John's experience has been as a Claim's Manager, Senior Project Manager and Senior Executive for over 20 years, rolling out projects such as GST and Y2K for some of Australia's large Companies, and keeping them under budget.
Peter has over 40 years experience in the financial services and accountantcy industry and is a qualified CPA and Registred Tax Agent. He has held numerous senior accounting roles in some of Australia's largest companies. Peter has owned his own Accounting Firm for 20 years.
Peter specialising in Individual and Family Taxation, SMSF Taxation, Bankruptcy aswell as Small and Large Business Taxation.
Our Back Office Team consist's of friendly customer service, specialising in Receptionist and Administration skills. They are unique and willing to assist our clients with all business matters. | 
