Group Executive Technology Solutions
Tanya has been in the financial services industry for 15 years and is passionate about improving the quality of advice provided to clients and creating efficiencies for Advisers.
She has held various roles in compliance, practice development, financial planning software and advice coaching in both small and large licensees. Most recently as the Chief Operating Officer, for Matrix Planning Solutions where she oversaw compliance, Paraplanning, technical and XPLAN reporting to the General Manager of Licensee Services.