Operations & Compliance Officer
Tammy joined the Palladium Wealth Partners team in June 2021 in the role of Operations and Compliance Officer.
Having commenced in the banking and finance sector back in 2000 Tammy enjoys working in the challenges of the ever-changing and evolving financial planning industry. Tammy has a range of experience where she has worked in Credit Unions and product providers at BT and MLC, in various front line and back-office roles. Tammy worked in a small accounting firm as administration support for Self Managed Superannuation Funds (SMSF) on SMSF returns and since 2014 has worked in financial advice firms in the position of Client Services Manager, Business Manager and Office Manager.
Complimenting her various roles over the years with part-time study Tammy has completed a Diploma of Business (Banking and Finance), Diploma of Financial Services (Financial Planning) and Advanced Diploma of Financial Planning and continues to maintain her knowledge in financial planning with Continuing Profession Development via Kaplan. It is with this study and banking and finance experience that Tammy has developed a strong Customer Service, Operations and Compliance background, which led to her current role at Palladium Wealth Partners.
Tammy is passionate about the financial advice journey and receives great satisfaction and motivation in assisting the clients, their financial advisers and the team for the best outcomes for clients. Tammy supports and respects everyone on their own personalised financial advice journey and deals with clients in a professional and engaging manner with a warm and friendly smile.