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    Tanz K.

    Overwhelmed by Financial Decisions? Find Clarity & Confidence with a Financial Advisor Specialising in Wealth Management for Business Owners & Medical Professionals. Connect me for a complimentary discovery call.

    Tanz K. is a Financial Adviser at Concurrence Financial Planning based in Sydney, New South Wales, Australia. He specializes in providing financial advice and wealth management services, particularly for business owners and medical professionals.1

    Professional Background

    Tanz has been working as a Financial Adviser at Concurrence Financial Planning since July 2015, accumulating over 9 years of experience in this role.1 His expertise includes:

    • Financial planning
    • Tax planning
    • Estate planning
    • Life insurance
    • Income protection
    • Superannuation planning
    • Retirement planning
    • Investment strategies
    • Budgeting
    • Cash flow management
    • Debt management strategies

    Education and Certifications

    Tanz has a strong educational background in finance and business:

    • Master of Applied Finance (Investments & Banking) from the University of Wollongong (2010-2011)1
    • Advanced Diploma of Financial Planning (RG-146) from Kaplan Professional (2012-2013)1
    • MBA in Marketing from Washington International University (1997-1999)1

    He is also a candidate for the Certified Financial Planner (CFP) Level 2 certification and holds an Advanced Diploma of Financial Planning FNS 60410.1 Additionally, Tanz is FASEA Certified by the Financial Adviser Standards and Ethics Authority.1

    Professional Focus

    Tanz is committed to helping his clients, particularly Gen X and Y, create stable and stress-free financial lives. His services include:

    • Assisting in building wealth and retirement funds through appropriate investment strategies
    • Growing retirement or pension funds
    • Implementing strategies for wealth creation and legal tax minimization
    • Providing tax-effective insurance strategies for debt reduction and protection
    • Helping clients fulfill their financial dreams
    • Advising on wealth accumulation through superannuation, SMSF, or family trusts1

    Tanz's ultimate goal is to positively impact people's lives by helping them achieve their financial goals, secure their future, and overcome economic challenges.1

    Related Questions

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    Tanz K.
    Tanz K., photo 1
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    Location

    Sydney, New South Wales, Australia