Our Clients Are Our Priority
TAG Financial prides itself on the people we employ. Operating in a client-focused industry where trust is everything, we know that your adviser and the people who support him/her are of the utmost importance.
Our team of experts are available to ensure all your financial matters are managed appropriately.
Your adviser is the one who will work with you on defining your goals and guide you on how to plan and achieve these goals. They will meet with you on a regular basis to ensure that your financial goals are on track.
Your paraplanner will conduct in depth research into your financial position and also make sure that all technical aspects of your plan needs are addressed appropriately.
Your client support team will manage all the paperwork to ensure that everything is handled appropriately and seamlessly.
Our advising team comprises of:
- Gerry Baker, Director
- David Mills, Director
- Greg McLoughlin, Adviser
- Mark Brogan, Adviser
In addition to our principal advisers, we have a team of eight people in client support.
From the person who answers your calls to the paraplanners who work on your financial plan with your advisers, TAG’s team of professionals always put our clients first.
Gerry grew up in Sydney, with his early years characterised by lots of sports, especially Rugby League and cricket. He’s still sports mad and nowadays he plays tennis and not enough golf.
Gerry’s married with four children who are all in their mid to late twenties who have all now purchased their own homes – something Gerry has actively encouraged. He is also a proud grandfather.
Gerry’s been running his own practice for 24 years and before that worked for the Commonwealth Bank. He’s been a director of TAG Financial since he joined forces with Terry Hughes and David Mills and formed TAG in 2004.
Like everyone in the TAG Financial team, Gerry is extremely client-focused…many of Gerry’s clients have been with him for decades. ‘It’s all about building a real relationship with your clients. Trust, honesty, understanding and mutual respect are the most important factors.’
Gerry’s Services & Clients
Gerry’s clients come from all walks of life, but he specialises in business insurances to make sure his clients and their businesses are protected. He also helps these clients with superannuation strategies.
Gerry is a fully qualified Insurance and Superannuation Adviser, and maintains his ASIC RG146 compliance obligations and accreditation through ongoing continuing professional development (CPD) training. Gerry has years of practical experience with business owners and a depth of understanding of the key issues vital for business success.
Tax Practitioners Board – 25142492
David was born in Sydney, and like many of the TAG advisers his early life was characterised by sports. Now, he’s taken this early love to an entirely new level as an avid cyclist. In 2010, David rode solo from Cairns to Sydney and in 2011 he spent six weeks in Europe cycling from Italy to France over the French Alps. About 3,200km all up. ‘The TAG team say I’m crazy!’
Skiing and snowboarding is also a big part of David’s family life, something he enjoys with his wife and two adult daughters, who first hit the slopes as toddlers.
David has worked in financial services for over 40 years. Most of that time was spent in large funds management and insurance companies, before he teamed up with Terry and Gerry in 2004.
David’s holistic advice covers the full range of services and life stages – and he understands the importance of listening to his clients. ‘This office has a very friendly approach. We know how important it is to get to know our clients and understand what they want to achieve.’
David’s Services & Clients
David gives tailored advice on services such as investments, risk insurance, superannuation, retirement planning, aged care management and estate planning.
Diploma in Financial Services (Financial Planning)
Advanced Diploma in Financial Services (Financial Planning)
David is also accredited to give advice on direct equities, self-managed superannuation funds (SMSF) and margin lending.
Financial Planning Association, AFP – member since 1993
Tax Practitioners Board – 25142450
Greg was born in Baulkham Hills and has lived his entire life in the surrounding areas. He is heavily involved in sports, being an active member of Baulkham Hills Cricket Club and Western Magic Football Club (AFL) and he also previously played soccer for Baulkham Hills Football Club. Greg is passionate about giving back to the community, having been on the club committees for the past 12 years (cricket) and is currently Treasurer of the footy club. Outside of sport, Greg loves spending time with his family and travelling. Greg and his wife welcomed their first child in early 2019.
Greg joined the financial planning industry in 2011. He has worked in various roles across the industry in the past decade, including client service, paraplanning and financial advising.
Greg’s approach to financial planning is to always put the client first. He loves getting to know his clients so as to understand their needs and develop technical strategies to assist them in meeting their goals, something totally aligned to the TAG culture and philosophy.
Greg’s Services & Clients
Greg gives personal, tailored advice on services such as investments, risk insurance, superannuation, retirement planning and estate planning.
Certified Financial Planner (CFP)
Masters of Commerce (Financial Planning)
Bachelor of Business (Accounting).
Financial Planning Association – member since 2011 (AFP 2011-2019, CFP 2019- )
Mark grew up in Newcastle, NSW, and after spending some years working in Melbourne and Albury, has resided in Sydney’s Hills District for the last 20 years.
He is married and has raised two sons in the local area such that they now have successful careers of their own.
Mark became a financial adviser in 2006 because he wanted to help people cut out confusion with their financial situation, create clarity and get peace of mind.
Prior to joining TAG, Mark worked for the Commonwealth Bank and StatePlus and has considerable experience in retirement planning, wealth accumulation and personal risk advice.
Mark prides himself on being able to take complex matters, remove confusion and explain things in an easily understandable way.
It is important to Mark to understand his clients true needs and be able to work with them to develop strategies to give them peace of mind and control of their financial life.
Mark’s Service and Clients
Mark gives personal, tailored advice to personal and business clients on investment, superannuation and retirement planning, estate planning and risk insurance advice.
Advanced Diploma of Financial Planning
Foundation Diploma of Financial Planning
Bachelor of Science (Met)
Financial Planning Association, AFP
Tax Practitioners Board – 25593529