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Boutique announces partner promotion

Appointments

A financial services boutique has elevated one of its own to the position of partner for one of its main accounting divisions in recognition of her strategic leadership and business skills.

By Adrian Flores 8 minute read

TAG Financial Services has promoted Wendy Waack to partner in its business advisory and tax division, according to a statement.

Ms Waack joined TAG in 2017 and has more than 25 years’ experience with knowledge in business structuring and tax.

TAG managing director Mark Templeton said Ms Waack has played a key role with internal projects that have enhanced the organisation’s infrastructure.

“Wendy’s accomplishments in the short time at TAG have been instrumental in strengthening relationships with our clients. She is passionate about the industry, loves her work and strives to optimize outcomes for our clients,” Mr Templeton said.

“The TAG Board and Team look forward to supporting Wendy in the next phase of her career with her continued contribution to growing the business.”

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

Adrian Flores

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