Partners in life and business, Daniel Tait and Sonia Pace have expanded their accounting and financial planning firms with staff who share their passion for personalised service.
After significant growth across both of their businesses (Tait Accounting & Business Advisory and Pace Financial), Daniel Tait and Sonia Pace are thrilled to welcome Pam Sinteur, Jodie Marquardt and Kristy Devney to their teams.
“This has enabled us to maintain focus on our clients and deliver the personalised service they deserve,” says Daniel, who is a Business Adviser, Accountant and Owner of Tait Accounting & Business Advisory.
“And now we’re proud to have expanded our businesses with team members who share our vision.”
Daniel’s partner in life and business, Sonia Pace (Financial Adviser and Director of Pace Financial), couldn’t agree more: “When the right people come along, and you know they’re the perfect fit for your business and your clients, you embrace them into your team.”
Pace Financial Kristy Devney, Sonia Pace, Jodie Marquardt
When Pam Sinteur was looking to return to the workforce after maternity leave, it was important to her to find a workplace with similar values.
“Tait Accounting & Business Advisory and Pace Financial treat their clients and employees with care and attention,” Pam says.
“I’m grateful to be part of their team and a Townsville-owned family business.”
In her role as an accountant, Pam creates relationships built on mutual trust.
“Tait Accounting & Business Advisory is not a traditional accounting firm. The primary focus is on your business and what you need or want from it and how to make it work for you,” Pam says.
“This means there is more involvement in understanding how your business works.”
It was several years ago while working behind the scenes as a paraplanner that new recruit Jodie Marquardt first met Sonia.
“She quickly became one of my earliest mentors as well as a close friend,” Jodie recalls.
“Although we then went in separate directions career-wise, we often talked about working together again one day and that day has finally come.”
As a financial adviser, Jodie takes care of new and existing clients by providing personal financial advice to help them achieve their goals. Having worked in financial services since 2006, she brings a wealth of industry experience and also spent time over the past few years completing a degree in Financial Planning ‘with Distinction’.
Tait Accounting & Business Advisory Daniel Tait, Pam Sinteur (nee Morzone)
Embracing the concept of ‘goals-based advice’ long before these became buzzwords in the industry, Jodie has a genuine passion for helping people.
“Every person is unique with different dreams, goals and world views. Consequently, I like to take my time getting to know them, so I can tailor my approach to their requirements and preferences,” Jodie says.
“I found this wasn’t always possible working in larger organisations where volume of business was often prioritised over what the individual needs. As a boutique firm which is not aligned to any financial institutions or product providers, we have the scope to look for solutions that can truly put clients’ best interests first.”
“We appreciate and value the variety of clients who select us as their trusted partners – from those looking to start growing their wealth, small and medium business owners, employees, professionals and mums and dads, to those entering or already enjoying retirement.”
The friendly face and voice of Pace Financial is Personal Assistant Kristy Devney.
“I wanted to work in a boutique business where the focus is on providing the kind of personalised service that clients deserve,” Kristy says.
“My role is to liaise with our clients and provide administrative support to our financial planning team. Being in the finance industry since 1994, and realising how uncertain people can feel about money, I really understand the importance of great customer service when it comes to handling our clients’ financial affairs so that they feel at ease.”
Tait Accounting & Business Advisory
510 Woolcock Street, Garbutt
4448 7007
www.taitaccounting.com.au
Pace Financial
510 Woolcock Street, Garbutt
4448 7777
www.pacefinancial.net.au