Tammy Strong
Tammy is a highly qualified and experienced female Financial Planner with an illustrious career in the financial services industry spanning over two decades. Tammy founded Strong Planning to forward a collaborative process built on trust, empathy, and open communication. Tammy is passionate about providing personalised financial advice that clients can relate to and rely upon. Her commitment to understanding clients' unique circumstances and aspirations allows her to tailor comprehensive financial strategies that align with their long-term objectives.
Owner
Over 20 years of experience in the financial services industry, specialising in financial planning and investment management.
Held various leadership positions in prominent financial institutions, where she honed her skills in wealth management, retirement planning, estate planning, risk management and Centrelink planning.
Conducted in-depth financial analyses, assessing risk tolerance, liquidity requirements, and long-term objectives to develop customized financial plans.
Actively monitored market trends and adjusted investment strategies accordingly, maximizing returns while minimising risk for clients.
Professional Experience
Education
Graduate diploma in financial planning with Kaplan Professional.
Master of Financial Planning designation, demonstrating comprehensive knowledge in financial planning, investment management, tax planning, retirement planning, and estate planning, Centrelink Planning and Aged Care Advice.
Regularly participates in industry conferences, workshops, and training programs to stay updated with the latest financial trends and regulatory changes.
Exceptional ability to communicate complex financial concepts in a clear and concise manner, fostering a strong rapport with clients and enabling them to make informed decisions.
Proficient in utilising advanced financial planning software and tools to perform comprehensive analyses and create detailed financial projections.
Strong analytical skills, enabling accurate risk assessments, portfolio optimisations, and asset allocation strategies.
Dedicated to building long-lasting relationships with clients, providing ongoing support, and conducting periodic reviews to ensure their financial plans remain aligned with their evolving needs.
