With over 12 years’ experience in the financial services industry, Tao is a trusted adviser who is passionate about helping clients turn ambitious goals into achievable, well‑structured financial plans. Drawn to financial planning by its power to create clarity and direction, she believes that understanding where you are now and where your current path will lead is essential to making confident decisions about the future.
Tao works closely with her clients to provide clear, forward‑looking advice, helping them understand not only their current position but the long‑term impact of different strategic choices. By clearly explaining why one path is recommended over another, she empowers individuals and families to make informed decisions around their careers, finances and family life with confidence.
Known for her caring, supportive and knowledgeable approach, Tao takes great pride in seeing clients gain the confidence to make sound financial decisions that can significantly improve their outcomes over time. For Tao, the most rewarding moments come from knowing her advice has helped clients achieve both peace of mind and meaningful progress toward their goals.
Outside of work, Tao is an intensely competitive yacht racer and is actively developing training opportunities for women interested in the sport, combining her love of strategy, teamwork and performance both on and off the water.
Authorised Representative No. 1268690