Our Team

Gerry Baker

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.

Our advising team comprises of:

  • Gerry Baker, General Manager
  • Mark Brogan, Adviser
  • Greg McLoughlin, Adviser
  • Jack Haddad, Adviser

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.

In addition to our principal advisers and paraplanner, we have a client support team who will manage all the paperwork to ensure that everything is handled appropriately and seamlessly for you.

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.