Need help making sense of your Super?
Want to make the most of your pay packet?
Ready for tax time?
Let Tanya Bagster and Kylie Alcorn from Roberts & Morrow give you all the tips and tricks you need for a healthier tax year - all whilst you network with other 18-35 local professionals.
Meet our guest speakers
Tanya graduated with a Bachelor of Commerce from the University of Newcastle. She gained early experience as a cadet accountant with a local Newcastle accounting firm and then relocated to Tamworth. Tanya was admitted as a Chartered Accountant in 2004 and in 2016 became an Australian Financial Services Licence (AFSL) Holder. Her professional experience includes; business services, agribusiness, taxation, tax planning and self-managed superannuation funds.
Tanya became a partner of a local Tamworth firm in 2012 which later became known as Plante Davis Chartered Accountants. Looking to expand the services available to their client base, Plante Davis merged with Roberts & Morrow in 2016.
Tanya provides a personal approach and works hard to deliver solutions to improve the quality of her client’s businesses and ultimately their lives. She understands the demands on professionals and business owners and works hard to deliver solutions to help take the worry of taxation and accounting out of business operations.
Kylie graduated from the University of New England with a Bachelor of Economics. She began her career in the Australian equity market, working in Funds Management in Sydney and London, moving to Brisbane in 2000 to work in Corporate Superannuation. In 2010 Kylie returned home to her birthplace of Armidale with her husband Scott and two children.
Throughout this time Kylie continued her study obtaining Graduate Diplomas in Applied Finance and Investment and Financial Planning. She is an Associate of the Financial Planning Association of Australia and a SMSF Specialist Adviser.
Kylie enjoys taking the complex and making it simple – “my biggest enemies are apathy and inertia. I’d like to help you take control of your money and your life with the financial knowledge you need to do so”