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Tanya Davidson

Client Relations Administration

E: tdavidson@advisory.net.au

P: 03 5228 2209

Tanya works as a Financial Planning Administrator for Advisory Partners and brings a wealth of international experience to the firm.  Born in Queensland and stationed in Scotland for nearly a decade, she has witnessed life from different angles and this proves very valuable when she is dealing with her clients.

Specialising in matching personal risk insurance to her clients’ needs, Tanya’s passion for delivering great customer outcomes is remarkable.  On many occasions she has helped achieve life-changing payouts for her clients.  Her tenacity and insightful knowledge of the inner workings of personal risk insurance is a great asset for her clients.

Qualifications

  • Diploma Financial Planning
Accounting and Taxation
Business Advisory
Financial Planning
SMSF
Personal Insurance
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