Melanie Drago

Senior Consultant

What I bring to Tangelo

Advice Process Expert Extraordinaire

I excel in refining and optimising advice processes, ensuring they are efficient, effective, and tailored to meet your needs.

Digital Tools and Xplan Whizz

I’m proficient in utilising digital tools and Xplan, streamlining your operations and enhancing your system's capabilities.

Advice Documentation
Specialist

I’m skilled in creating comprehensive and clear advice documentation, ensuring all regulatory and compliance requirements are met with precision.

Paraplanning and Advice Services SME

I bring deep expertise in paraplanning and advice services, providing specialised knowledge to support and elevate your advisory services.

What brings me to Tangelo

I specialise in optimising advice processes and delivery, with a particular focus on digital tools and advice technology.

As a paraplanning expert, I thrive on solving complex problems and take great pride in delivering innovative solutions. 

Before joining Tangelo, I served as Financial Planning Manager – Digital Advice for Industry Fund Services, and as Advice Solutions Manager and Manager of Ongoing Advice for ANZ.

I also created and manage Tanngo, a streamlined and secure Australian online workspace that connects financial planners with freelance support services. 

I also run a vibrant Facebook community called ‘The Paraplanning Hub,’ where I engage with and support fellow paraplanning professionals.

  • "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.