We help you navigate compliance. It’s that simple.

“Having worked with Tangelo on a number of projects, I have no hesitation in recommending them to industry participants for their professionalism, experience, knowledge, collaborative approach and commitment to meeting tight deadlines. In difficult times, they have proven themselves to be an invaluable outsourced resource for our business in areas of compliance, professional standards, best interests and best practice.”

Phil Creswell, Head of Professional Standards, COUNT FINANCIAL

"I wanted to take a moment to say thanks for the work you completed for us, and at the same time share an insight that you really should be screaming out to your adviser community. I used to think compliance was a negative word. It had a negative connotation of stunting growth and not allowing us to do what we love doing most – making a difference in people’s lives. Your ability to debunk the myth and remove the complexity has helped us be even better. We now understand and have embraced that compliance is just better business practice. It’s what the most successful businesses do well and do consistently. Thanks for making business simpler, more lucrative and fun again."

Maurice Patane, ACCESS FINANCIAL MANAGEMENT

“The Tangelo team have been fantastic support where we required an extension of our core team. They were pro-active, highly experienced and skilled. Where we are looking to supplement again, we will definitely lean on the team again”

Sonya Choi La Rosa, General Manager Operations and Technology, DIVERGER

“The team at Tangelo provided support for our Paraplanning team in review of existing advice templates, structured SOA wording, design flow and some coding enhancement to our software. We needed a quality result and under some time constraints. Conrad, Mel and the team were able to deliver without fuss and above the quality we expected. The efficiencies delivered for our business were felt within the first month and have helped to provide a significant increase in our Paraplanning teams output since.

The expertise of the Tangelo team is top quality, exceeding all expectations around the expertise we required, and they delivered the project with utmost professionalism.

I would absolutely recommend Conrad and the Tangelo team.”

Brenton Ritchie, Financial Planning Manager (Australia), BDH STIRLING

“The Tangelo team supported us in reviewing our existing advice policies, as well as the design and execution of a new enhanced framework incorporating significantly improved change and stakeholder management. We needed strong account and stakeholder management, along with the ability to efficiently write, create and package policies and supporting materials. Tangelo’s combination of expertise, professionalism and delivery exceeded my expectations and they were a pleasure to work with. I highly recommend them."

Chris Digby, Director

“We’ve worked with Tangelo consulting since late 2019. They have assisted us to develop a roadmap to support our ongoing focus on delivering quality advice services with real purpose and meaning. Within that roadmap, the Tangelo team have executed on a range of activities including reviewing and updating core policies, reviewing risk and governance structures, RFP process management, QA of processes and control improvement. They also “became part of the team” and are happy to roll their sleeves up and help deliver the different projects that have evolved along the way, which is critical in the current environment of constant change. I would recommend Conrad and Selin without hesitation.”

Matthew Fogarty, Chief Executive Office and Executive Director, FITZPATRICKS PRIVATE WEALTH

“Selin, and her team – Paula, Mel and Katrina, whom I have had the pleasure to work have been absolutely wonderful and fundamental in placing me in a better position, process and document wise. There’s a little more to be done but that all depends on the legislation of QoAR.

Having dealt with a few business coaches and consultants over the years, I find the Tangelo team style to be refreshingly intuitive and ‘real’. They have a grasp of the big picture strategy coupled with the detailed knowledge of how best to execute and deliver the right outcomes.

They are also a great sounding board and know when to challenge and when to listen. I wouldn’t hesitate in recommending the Tangelo team to help take your financial planning practice to the next level.”

-Michael Tadros, Financial Adviser & Director, INNOVATIVE FINANCIAL SERVICES

“After experiencing changes to staff roles, we engaged Tangelo to find that our practice had the foundation for existing procedures however, they weren’t reflecting our current advice processes once executed and timeframes were not being met.

Through workshops with each team member, Tangelo helped identify the source of issues and our inefficiencies that were resulting in staff confusion and errors. From these findings, our current methods were challenged, and recommendations were made and executed as per the agreed solution. The solution included the development of process maps, operating procedures and supporting tools.

In addition, Tangelo have helped build a knowledge base for all staff members to access in a central location with a view to review and update as our business evolves; this has been of great importance and assistance in our workplace.

Our practice is now running efficiently with renewed processes, and our staff members are happy and comfortable with our updated procedures.

Tangelo have been a pleasure to incorporate into our business and we highly recommend their engagement."

-Michael Batten, Director & Principal Adviser, BATTEN FINANCIAL SERVICES