We bring a fresh approach to advice and compliance
Practical compliance support for AFSLs and Advice Practices
We started Tangelo Advice Consulting because we could see how tough it was for Australian Financial Advice Licensees (AFSLs) and Advice Practices to navigate the challenges. We didn’t want to focus on the things that weren’t working, we wanted to be part of the solution.
Now we partner with energetic and progressive AFSLs and Advice Practices to create bespoke solutions that work for them; practically, commercially and personally.
We want to continue to empower our industry to provide quality financial advice; that’s our driving force and why we do what we do.
Are you meeting your compliance obligations?
Is your AFSL or practice operating efficiently?
Our free health check gives you insights and a baseline assessment of your compliance and operational gaps.
Meet the Team
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Selin Ertac
Principal Consultant
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Conrad Travers
Principal Consultant
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Ataia Elhage
Senior Consultant
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Katrina Swift
Senior Consultant
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Melanie Drago
Senior Consultant
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Erin Menzies
Operations Manager
Why partner with Tangelo?
We’re experienced
Our consultants have over 70 years combined advice experience
We focus on the execution
We are focused, practical and results driven with proven execution ability
We think next level
We develop bespoke, innovative solutions that meet your needs
We’re trusted
We work to a high standard
and always offer you an
independent view