Katrina Swift

Senior Consultant

What I bring to Tangelo

Remediation Expert

I specialise in identifying and addressing issues, ensuring that corrective actions are effectively implemented to resolve problems and restore confidence.

Governance and Risk Management Specialist

I provide expert guidance in governance and risk management, developing strategies to safeguard your organisation and support sustainable growth.

Audit Framework Designer

I create robust audit frameworks that enhance oversight and accountability, helping you ensure compliance and improve operational integrity.

Strategic Leader, Trainer, and Mentor

I offer strategic leadership and mentorship, along with tailored training programs, to empower your team and drive long-term success.

What brings me to Tangelo

I’m a financial planning compliance specialist with extensive experience in audit, advice compliance, and first-line risk management, having held senior roles at BT Advice and Commonwealth Financial Planning.

I’ve led crucial remediation efforts for Senate Inquiry reporting and played a significant role in contributing to the Royal Commission submission.

I’ve successfully managed major projects such as enhancing monitoring and supervision programs, designing and implementing remediation frameworks, and establishing advice audit frameworks and scorecards, including alignment with RG 515 and control management.

My experience spans working with both salaried and aligned adviser networks, as well as self-licensed businesses.

  • "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.

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.