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Tanya draws on over 22 years’ experience in financial services across a wide variety of roles including paraplanning, research, product development and distribution to coach Godfrey Pembroke advice businesses. Her experience within these roles and across organisations including MLC, Westpac, Merrill Lynch and Count means that she understands the support that advice businesses need for success.
Alex has more than 20 years' experience in financial services. He's passionate about advice and understands the support businesses need to deliver a quality client experience. With an MBA, and having held leadership and consultant roles, he has skills in management, strategic planning, operations and client services. Alex believes in the power of community and shared experiences.
Shane is an experienced Strategy Manager with a long history of working in the financial services industry. His areas of expertise include practice management, implementation of new distribution models and leading people through periods of significant change. He has an MBA focused on Leadership and Communication from Deakin University.