About
TAG Financial Group
Founded in 2006, TAG is Perth's most awarded independent finance company.
Mortgage Brokers Perth
TAG Financial was founded in 2006 when three independent mortgage brokers in Perth joined forces in the belief that they could provide an unrivalled service in an easy-to-understand, transparent and friendly manner.
Since opening our doors, we have funded over $1 billion in loans and grown our team to include qualified loan writers.
In 2024, Transact Finance strategically acquired the business under the leadership of Directors Alex Gismondi and Jarrod Smith, bringing fresh strategic vision while preserving the award-winning culture and client-first values that TAG has been built on.
Today, the firm offers specific services in the field of finance. Our TAG Finance Team is dedicated to helping business owners, first home buyers, young adults and families find the right loan at the right price — with a fraction of the headaches normally associated with lending institutions.
Our Values
Giving Back to Move Forward
A key philosophy — in order to move forward in business you need to be giving back to the community.
Transparency
Easy-to-understand advice, no hidden fees, no surprises.
Client First
We listen to your needs and work with you to provide the right finance solution for your specific circumstance.
Excellence
Multi-award winning service recognised by the MFAA at state and national level.
Community
We make a meaningful difference to local communities in Australia and abroad.
TAG Finance Services
Home Loans
Home loans are no longer just about signing up for 25 years. There are many types of mortgages available — we'll help you choose what's best.
Learn moreInvestment Finance
Acquiring a home loan for investment purposes — there are several options available and TAG Finance can find the ideal one for you.
Learn moreRefinancing
With the cost of living on the rise, it's the ideal time to let TAG Finance find you a better interest rate, free of charge.
Learn moreBusiness Loans
Finance for all types of commercial operations including franchises. We guide you through what can sometimes be a complicated process.
Learn moreVehicle Finance
Time to buy a car, boat, motorcycle or caravan? We'll suggest the best way to keep you on the move with competitive finance.
Learn moreDebt Consolidation
Combine numerous unsecured debts into one single debt with one payment, one creditor and one interest rate.
Learn moreFirst Home Buyers
Buying your first property can be daunting. Help is at hand from first home buyer grants and the experts at TAG Finance.
Learn moreFinance for Tradies
Special finance solutions for Perth tradies — utes, tools, equipment, and business growth with fast approvals.
Learn moreUnlock Your Equity
Access the equity in your home for renovations, investment, or other purposes with expert guidance from TAG.
Learn moreMeet Your Brokers
Our team of qualified finance professionals is dedicated to finding you the right loan at the right price.
Jarrod Smith
Director
Banking and finance professional with 20 years' experience tailoring solutions for commercial and corporate borrowers within the property, education, and not-for-profit sectors in WA.
Alex Gismondi
Director
Founder and CEO of Royal Oak Capital and the Transact Group, leading a fully integrated commercial real estate, finance, and investment platform. With over $200M in stabilised assets delivered and experience spanning greenfield developments to asset repositioning, Alex has procured and negotiated debt transactions greater than $100M and overseen portfolios exceeding $3B.
Caitlin Howell
Office & Client Experience Manager
Caitlin is kept busy ensuring the TAG team and office function every day as a well-oiled machine. No day is the same, but she enjoys the variety! She loves getting to know customers and plays a crucial part in ensuring your TAG experience is a positive one. Outside the office, you'll find her at the beach or exploring with her two dogs.
Glen Austen
Senior Broker
Glen can bring the banks to you! His approach has always been to provide the ideal finance solution to suit each individual's circumstances, ensuring the very best outcome. Glen joined finance broking in 2006 and co-founded TAG Finance, mentoring many others to become finance professionals.
Paul Jakovich
Senior Finance Broker
Over 15 years in the finance industry. Initially a taxation and business services accountant, Paul commenced finance broking to assist clients in achieving their financial and real estate goals. Clientele ranges from homeowners to self-employed business owners and high net worth family groups.
Alice Earley
Mortgage Broker
Alice's decision to pursue mortgage broking stemmed from her passion for customer service and helping everyday people achieve their dreams of owning a home. She replaces technical financial jargon with everyday language, guiding you through each step for a stress-free, rewarding experience.
Warwick Dunn
Mortgage Broker
Over 30 years in finance — 17 years with Westpac in metro and regional management roles and 13+ years as a broker. From home loans to business loans to vehicle finance, Warwick understands the specific needs of first home buyers and self-employed clients. Operating from Two Rocks, he is a proud part of the Yanchep community.
Matthew Alessandrino
Finance Broker
A seasoned expert in Asset Finance lending now expanding his expertise into Mortgage Broking. Matthew delves deep into clients' financial situations, understanding their goals and finding the perfect mortgage solutions to match. His commitment to strong client relationships ensures every step is smooth and rewarding.
Rebecca Romero
Loan Support Officer
Rebecca is an integral part of our team, working hard behind the scenes to ensure your home loan application progresses smoothly. Before TAG, she worked in a bank for 5 years. Rebecca loves sharing in customers' excitement when loans get approved, especially for first home buyers.
Zyra Ramos
Loan Support Officer
Zyra works hard behind the scenes ensuring your home loan application progresses smoothly. Before finance, she worked in real estate and as an English tutor. A new mother, she dotes on her baby boy — and also sings in a band and plays gigs as often as possible! She believes: 'In a world where you can be anything, be kind.'
TAG Community
A key differentiator of TAG is that our company has been built around the philosophy that in order to move forward in business you need to be giving back.
"Giving back to move forward" is a vision we take very seriously, and through this underlying belief, we've been able to make a meaningful difference to many communities, both in Australia and abroad.
Despite being a small firm, we believe we can make a big difference. We invest our time and resources into our community programs because we want to make a meaningful difference to our local community and to those who are less fortunate than ourselves.
