TAG Financial Services announces partner promotion

TAG Financial Services announces partner promotion

Partner promotion

Melbourne-based boutique firm, TAG Financial Services, has announced the promotion of one of its chartered accountants to partner.

TAG Financial Services (TAG) has promoted accountant Jason Roccasalvo, who has worked at the firm since 2014, to partner.

TAG provides a range of financial services and advice including accounting, specialist tax, business advisory, wealth management, estate planning, auditing and superannuation.

Mr Roccasalvo specialises in superannuation, including super fund borrowing, retirement planning and generational consulting strategies.

TAG managing director Mark Templeton congratulated Mr Roccasalvo on his promotion.

“Jason’s accomplishments have been numerous since joining TAG and with his strong work ethic and clever business acumen, will continue to contribute to growing the business,” Mr Templeton said.

“The next phase of Jason’s career looks very bright and he has the full support of the TAG board and team.”

TAG Financial Services announces partner promotion
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