Meet the Tangelo Team
We are a team of seasoned industry professionals boasting over 70 years of combined advisory experience. In addition to our core team, we collaborate with a network of independent consultants to offer a deeper range of specialised services.
Strengthening Leaders
We started Tangelo Advice Consulting because we could see how tough it was for Australian Financial Services Advice Licensees (AFSLs), wealth businesses, and advice practices. But, we didn’t only 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, wealth businesses, 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.
People
〰️
Policy
〰️
Process
〰️
Governance
〰️
People 〰️ Policy 〰️ Process 〰️ Governance 〰️
“We address core problems directly. And, while others may focus on appearances, we’re committed to resolving your advice issues for the long term.”
- Selin Ertac, Director, Tangelo
Meet the Team
Director + Principal Consultant
Director + Principal Consultant
“True leadership isn’t about having all the answers; it’s about knowing when to ask for help and valuing the strength of collaboration”
- Conrad Travers, Director, Tangelo
Take our free health check to assess the gaps and opportunities in your business.
-
![]()
"The efficiencies delivered for our business were felt within the first month."
Brenton Ritchie
-
![]()
"Thanks for making business simpler, more lucrative and fun again."
Maurice Patane
-
![]()
"The Tangelo team were proactive, highly experienced and skilled."
Sonya Choi La Rosa
-
![]()
"They have proven to be an invaluable outsourced resource."
Phil Creswell
-
![]()
"Tangelo's expertise, professionalism, and delivery exceeded my expectations."
Chris Digby
-
![]()
"I find Tangelo team's style to be refreshingly intuitive and 'real'".
Michael Tadros
Our Gap Analysis is proven to get results.
We’ll meet with you to understand your challenges, review your policies and processes, and speak with your staff. From there, we'll develop a straightforward, actionable plan to get started.
When you have a framework for success, with precisely what you need to fix and how, it’s hard to get it wrong.
Speak to us today, and let’s get started.