Tamara Virgo
Financial Adviser
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About
Tamara Virgo is an ASIC-registered financial adviser based in Esperance, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Tamara holds a Diploma of Financial Planning from AAMC Training Group (2013) and a Graduate Diploma of Financial Planning from Kaplan Professional (2021), demonstrating a strong commitment to ongoing professional development. Tamara is authorized to provide advice on a wide range of financial products, ensuring she can create holistic financial plans to suit individual needs. Her expertise covers superannuation, insurance, wealth management, and retirement planning. She also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance Ready to take control of your financial future? Contact Tamara today to schedule a consultation and discover how she can help you build a secure and prosperous tomorrow.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Tamara Virgo offer?
Tamara provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. She can help you with comprehensive financial planning tailored to your specific needs.
What qualifications does Tamara Virgo have?
Tamara holds a Diploma of Financial Planning from AAMC Training Group and a Graduate Diploma of Financial Planning from Kaplan Professional.
How can Tamara Virgo help me plan for retirement?
Tamara can help you develop a retirement plan that considers your current financial situation, desired lifestyle, and risk tolerance. She can advise on superannuation strategies, investment options, and income streams to ensure a comfortable retirement.
What is the process for working with Tamara Virgo?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Tamara will then develop a tailored financial plan, present it to you for review, and implement the plan upon your approval. Regular reviews will ensure your plan remains aligned with your changing needs.
What should I expect during my first meeting with Tamara?
During your first meeting, expect to discuss your financial goals, current financial situation, and any concerns you may have. Tamara will ask questions to understand your needs and provide an overview of how she can help you achieve your objectives. It's a great opportunity to get to know each other and determine if you're a good fit.
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