Tanaz has over 30 years' experience in the finance industry. Since migrating to New Zealand in 2001, she worked for a respected Trustee Company where she managed large portfolios for high net-worth clients under different structures – Trusts, Estates, and Individuals. Prior to moving to New Zealand, she worked in the foreign exchange and Treasury mid-office roles of a leading financial institution in India.
Tanaz joined Stuart Carlyon in 2022 sharing the same passion in assisting clients to achieve their financial goals by providing customised financial planning solutions.
Tanaz is a Committee Member of Financial Advice New Zealand’s Certification Committee which is entrusted with the task of designating CFP certification to advisers wishing to provide holistic financial planning advice.
Outside of work, she is active within her local community; she is a long-term accredited client visitor for Age Concern, Trustee for Hearing Research Foundation (NZ) Trust and has served as a founding Trustee for Zoroastrian Community Trust of New Zealand for 12 years.
Certified Financial Planner (CFPCM)
Member of Financial Advice New Zealand
Graduate Diploma in Business Studies (Personal Financial Planning)
Certificate IV in Financial Services, Personal Trust Administration
Bachelor of Commerce
Accredited Investment Fiduciary AIF(R )
“All client’s circumstances are distinct, but the principles of financial planning can be applied to any circumstances. I want to use my expertise to assist clients articulate their goals and take them on their financial journey with tailored solutions that will meet their goals. Seeing clients realise their life goals is a rewarding experience.”