Brand profile · Financial Services

TAG Financial Services P/L

Malvern, Victoria-based TAG Financial Services P operates in Financial Services. Privately held, at tagfinancial.com.au. It holds one address on record, all in Australia. It employs 43 people, on the record. It lists taxation, asset protection and self managed superannuation funds among its specialties. It is listed alongside eight similar brands, mostly in Financial Services.

tagfinancial.com.au LinkedIn

Profile live Privately Held Founded 1997 1 office country
Counted staff
43
self-reported 11–50 band
Founded
1997
29 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

TAG is a privately owned and operated financial services business, established in 1997.

We are committed to delivering practical solutions in every situation and pride ourselves on helping our clients attain their goals.

Our approach is built on a foundation of quality service, technical excellence, teamwork and a drive for making a real difference to our clients’ lives.

Our comprehensive range of services include:

 Business Advisory and Taxation  Superannuation Advisory and Audit  Investment Advisory and Wealth  Finance and Loans

We are also a trusted brand to accounting and professional advice firms. We have always focused on practical solutions to technical problems and seek to deliver value in what we do.

Our services to accountants include:

 Our annual Superannuation Strategies Seminar  Superannuation Consulting Services  Fund Establishments and Amendments  Technical Updates and Webinars

All our services are undertaken in-house (we do not outsource overseas) by TAG’s well trained and carefully selected professional team.

Specialties

All 16 specialties
  • Accounting
  • Superannuation Advisory
  • Business Advisory
  • Investment Advisory
  • Auditing
  • Taxation
  • Self Managed Superannuation Funds
  • Estate Planning
  • Wealth Succession
  • Asset Protection
  • Retirement Planning
  • Financial Planning
  • Profit Improvement
  • Business Development
  • Consulting
  • SMSF

Related specialties

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
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Countries1
Primary countryAU

All codes: AU

Addresses

  • AU17 Station St; Malvern, Victoria 3144Primary

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Spending power

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Signals & hiring

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Financials

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People & contacts

4 employee profiles on record · names withheld.

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FAQ

How many people work at TAG Financial Services P/L?

43 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does TAG Financial Services P/L have offices?

One address on record, Australia only. Primary: 17 Station St, Malvern, Victoria 3144.

Has TAG Financial Services P/L raised funding?

None linked to this brand.

What does TAG Financial Services P/L list as its specialties?

16 tags on the brand's own list, among them taxation, asset protection and self managed superannuation funds.

Which companies are listed alongside TAG Financial Services P/L?

Eight peer profiles on record: Strategem Financial Services and Dutton Financial Services.

What is TAG Financial Services P/L's website?

tagfinancial.com.au