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').

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 🍰).

This week, we hosted an Easter morning tea. It was a chance to support a great cause, enjoy hot cross buns, chocolates a...
27/03/2026

This week, we hosted an Easter morning tea. It was a chance to support a great cause, enjoy hot cross buns, chocolates and connect as a team.

Thanks to the generosity of our employees and with our business matching every donation, we raised just over a $1,000 for the Royal Children’s Hospital 🏥.

It’s wonderful to celebrate the season while supporting such an important cause.✨

Today marks the final day of the IFPA Conference 2026 📍, and as Platinum Members, we are proud to be part of this leadin...
20/03/2026

Today marks the final day of the IFPA Conference 2026 📍, and as Platinum Members, we are proud to be part of this leading industry event.

Held at the Crown Conference Centre, the conference has been a fantastic platform for collaboration, insight, and forward-thinking discussions.

Our partners, Michelle Griffiths, Emma Parterza, Jason Roccasalvo, alongside Senior Manager Arden Shaw, are joining peers and industry leaders for another day of insightful discussions, meaningful connections 🤝 and shared perspectives on how we continue to raise standards and deliver greater value to clients.

It’s a fantastic opportunity to collaborate, exchange ideas, and reflect on the role we all play in shaping the future of advice.

Today, we recognise International Women’s Day and celebrate the achievements, leadership, and contributions of women acr...
08/03/2026

Today, we recognise International Women’s Day and celebrate the achievements, leadership, and contributions of women across our industry and community.

At TAG Financial Services, we value diversity, equality, and inclusion, and remain committed to supporting opportunities that empower women to thrive, professionally and personally.

Here’s to continued progress, equity, and a more inclusive future for all!

Celebrating a remarkable career and a valued partnership 🤝Yesterday Mark Templeton and Michelle Griffiths, founders of T...
19/02/2026

Celebrating a remarkable career and a valued partnership 🤝

Yesterday Mark Templeton and Michelle Griffiths, founders of TAG Financial Services, joined our sister firm JAS Partners in Ringwood to celebrate the retirement of long time partner and friend, John Salmon.

John has led the business in various forms for over 38 years. TAG’s connection with the Ringwood practice has grown steadily over the past decade, but our relationship with John began nearly 30 years ago, when TAG first started.

These relationships have shaped our team, supported our clients, and helped build the foundations of both firms. We also reaffirmed TAG’s ongoing commitment to the Ringwood branch, now led by our Wendy Waack.

Congratulations, John, on an outstanding career. Thank you for your integrity, generosity, and partnership. We wish you every happiness in your next chapter.

Valentine’s Day Celebration at TAG 💖Today, our Super Team celebrated Valentine’s Day with a thoughtful spread of homemad...
13/02/2026

Valentine’s Day Celebration at TAG 💖

Today, our Super Team celebrated Valentine’s Day with a thoughtful spread of homemade cookies, chocolates, sweets, and little heart-shaped decorations to brighten up the day.

This created a wonderful moment of connection and appreciation across the office, giving everyone a chance to enjoy some sweet treats and share a smile.

Wishing everyone a Happy Valentine’s Day from all of us at TAG!

Long-term relationships like this are why we do what we do. We’re proud to stand alongside our clients through every sta...
12/02/2026

Long-term relationships like this are why we do what we do.

We’re proud to stand alongside our clients through every stage and truly appreciate the trust you place in us.

💡 Just inherited money and unsure what to do next?Receiving an inheritance can be overwhelming. There are taxes, investm...
08/02/2026

💡 Just inherited money and unsure what to do next?

Receiving an inheritance can be overwhelming. There are taxes, investments, and decisions that could impact your financial future.

Good news: our FREE on-demand webinar is available to watch anytime! Learn practical steps to make the most of your inheritance, avoid common pitfalls, and plan for your financial future.

Watch now: https://ap1.hubs.ly/y0yqFy0

Take control of your inheritance today!

2026 is here! 🎉 Have you taken a moment to hit pause and think about your business?A simple “Stop, Start, Continue” appr...
05/02/2026

2026 is here! 🎉 Have you taken a moment to hit pause and think about your business?

A simple “Stop, Start, Continue” approach can help you:

✅ Let go of things that aren’t working
✅ Try new ideas to make your business run smoother
✅ Keep doing what’s already bringing results

Take a little time now to reflect and make this your smartest year yet.

👉 Check out our blog for the full guide: https://ap1.hubs.ly/y0yr740

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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