Meet The Team
Marc Tenaglia
Authorised Representative No. 282480
Marc Tenaglia has been involved in the Financial Services Industry since 2004 and has completed a Diploma of Financial Services (Financial Planning) and Finance/Mortgage Broking. In addition to this he continually engages in relevant industry seminars and training to meet his continuous professional development targets. Allowing him to uphold integrity and a high standard of compliance and ethics.
The accumulated education, training and life experience has enabled Marc to achieve advanced skills in identifying and assessing peoples’s needs and then implementing strategies that will best meet those needs. Leading to and complimenting, the development of his own successful Financial Planning business, providing comprehensive financial services.
Marc specialises in the development and implementation of wealth creation, debt reduction, asset protection/risk management, estate planning, retirement planning and property investment strategies. Thus, helping to ensure that a “good quality life balance” approach can be achieved well into the future. He is passionate about his work and supporting people in making rewarding decisions.
With a very patient and approachable demeanor, he explains complex strategies in a simple manner, ensuring his clients always feel informed and confident.
Caitlin Tenaglia
Authorised Representative No.10306039.
Caitlin Tenaglia has been involved administratively in the Financial Services Industry since 2019. She graduated with a Bachelor of Business (Financial Planning) in 2023 and commenced her Professional Year with Marc Tenaglia as her supervisor. She also passed the FASEA exam in 2023. Caitlin officially completed her Professional Year in 2025 and is now recognised as a Financial Adviser.
She continually engages in industry seminars and training, to extend her knowledge and maintain a high level of compliance and ethics. Over time, she has developed extensive skills in assessing the needs of others and formulating a suitable plan to best meet these needs. Caitlin upholds professionalism in all her dealings with clients, whilst maintaining her friendly demeanor.
She aims to inform and empower her clients by sharing her knowledge and skills through her Financial Planning services. By developing an extensive business relationship with you, Caitlin will assist you in determining and implementing various comprehensive financial strategies. Ultimately, she will help determine a pathway to achieve your short- and long-term goals throughout your lifetime.
Marc Tenaglia
Authorised Representative No. 282480
Marc Tenaglia has been involved in the Financial Services Industry since 2004 and has completed a Diploma of Financial Services (Financial Planning) and Finance/Mortgage Broking. In addition to this he continually engages in relevant industry seminars and training to meet his continuous professional development targets. Allowing him to uphold integrity and a high standard of compliance and ethics.
The accumulated education, training and life experience has enabled Marc to achieve advanced skills in identifying and assessing peoples’s needs and then implementing strategies that will best meet those needs. Leading to and complimenting, the development of his own successful Financial Planning business, providing comprehensive financial services.
Marc specialises in the development and implementation of wealth creation, debt reduction, asset protection/risk management, estate planning, retirement planning and property investment strategies. Thus, helping to ensure that a “good quality life balance” approach can be achieved well into the future. He is passionate about his work and supporting people in making rewarding decisions.
With a very patient and approachable demeanor, he explains complex strategies in a simple manner, ensuring his clients always feel informed and confident.