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.
- Loans Settled
- $1B+
- Lender Panel
- 25+
- Years Experience
- 18+
- Recommended
- 99%
Loans Settled
Lender Panel
Years Experience
Recommended
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 plays a key role in ensuring every client's experience with TAG is seamless, positive, and well supported. Working closely with the team, she helps drive operations, improve processes, and support the people who deliver exceptional outcomes for clients. Known for her organisation, attention to detail, and passion for creating great experiences, Caitlin helps bring the TAG experience to life.
Glen Austen
Senior Broker
With more than 20 years of industry experience, Glen is one of WA's most experienced mortgage brokers. Known for his energy, extensive lending knowledge, and solution-focused approach, he thrives on finding the right outcome for every client, particularly when navigating complex lending scenarios. Glen is committed to providing expert advice and exceptional results.
Paul Jakovich
Senior Finance Broker
With more than 15 years of finance experience and a background in taxation and business services accounting, Paul brings a unique perspective to lending. He works with a diverse range of clients, from homeowners and investors to self-employed business owners and high-net-worth families. Paul is committed to providing strategic advice and tailored lending solutions to help clients achieve their goals.
Alice Earley
Mortgage Broker
Alice is passionate about helping clients achieve their property goals through a personalised and straightforward lending experience. Taking the time to understand each client's circumstances, she simplifies the process by replacing complex financial jargon with clear, practical advice. Alice's genuine approach and commitment to customer service help make the lending journey simple and rewarding.
Warwick Dunn
Mortgage Broker
With more than 30 years of finance experience, Warwick brings a wealth of knowledge and expertise to every client interaction. Passionate about helping clients navigate lending with confidence, he has extensive experience supporting first home buyers and self-employed borrowers. Warwick is known for his honest advice, practical approach, and genuine commitment to achieving the right outcome.
Matthew Alessandrino
Finance Broker
Matthew has a strong understanding of complex financial positions and takes the time to understand what each person is looking to achieve. His knowledge across residential, commercial, and asset finance allows him to look at the bigger picture and develop tailored lending solutions that align with his customer's goals. Matthew is committed to building trusted relationships and making the lending journey as smooth as possible.
Rebecca Romero
Loan Support Officer
Rebecca is an integral part of the TAG team, supporting clients throughout their home loan journey and ensuring the process progresses smoothly from start to finish. With extensive finance experience, she brings a wealth of knowledge, attention to detail, and a calm, reassuring approach to every client interaction. Rebecca loves sharing in the excitement of helping clients achieve their property goals.
Zyra Ramos
Loan Support Officer
Zyra plays an important role in creating a smooth and positive experience for clients throughout the home loan journey. Known for her warm, friendly nature and meticulous attention to detail, she takes pride in ensuring clients feel supported and informed every step of the way. Zyra's proactive approach and commitment to exceptional service make her a valued member of the TAG team.
Christine Bazar
Loan Support Officer
Christine, affectionately known as Tin, is a valued member of the TAG team, supporting clients throughout their home loan journey with care and attention. Having hit the ground running from day one, Tin is known for her proactive approach, responsiveness, and commitment to delivering an exceptional client experience. Clients appreciate the professionalism and genuine care she brings to every interaction.
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.
Explore our community programs