Gurney Financial Services Pty Limited
Looking After You & Your Family
   Home      About us

About Us

 
 
Gurney Financial Services was created in 2005 by Tarnia Gurney. Tarnia saw a short fall in affordable advice in financial advice for others including her friends, family, and local community and wanted to a make a difference. Tarnia noticed that there is a need for younger female financial advisers who can relate to those in the same situations. She had found that most people in their 20s, 30s and even 40s had numerous superannuation funds and had taken out a mortgage on their home, as well as debts, but somehow have not planned how to pay for the mortgage and bills if tragedy strikes. Tarnia hopes to prepare and educate individuals and their families in home budgeting, insuring the family and saving for retirement, and hopes this in turn will lead to creating a lifestyle her clients will be happy with.
 
Gurney Financial Services is based on the NSW Central Coast, and prides its business on service. With our clients located across Australia and Singapore.
 
In the beginning, Tarnia ran her business after hours for the first 3 years whilst working full time for other advisers and learning more on how to service her clients. In Mid 2008, Tarnia decided to step into a full time role of self employment to assist and serve the local community. Gurney Financial Services has been built on reputation and referrals only. Gurney Financial Services prides its self on being able to work with local community, small business owners, family, friends, and existing clients, in creating an awareness and education for those in need of affordable financial service. Gurney Financial Services has supported the Local Expos and Events on the Central Coast where they have met many a new client. Gurney Financial Services, has also built long term relationships through various networking events on the Central Coast.
 
Tarnia Gurney is an Authorised Representative of Sentry Financial Planning. Tarnia holds a Diploma in Financial Planning, an Advanced Diploma in Financial Planning as well as a Certificate in Management, and she is also a member of the AFA.
 
Tarnia has had a background in nursing and retail service since leaving school. And in 1995, Tarnia transferred into financial services industry, working her way up and through one of Australia's Largest Superannuation and Insurance Companies. Whilst there she completed numerous customer service courses to further her education and understanding of her customers. In 2003, with a relocation to the Central Coast, Tarnia was employed by a local Central Coast Small Boutique Financial Planning Company. Whilst employed there, Tarnia successfully completed her Certificate in Management as well as her Diploma in Financial Planning. 
 
In November 2008, Tarnia has created a second small business called PLANNINGWERX4U. Serving the local home and small business owners to prepare for their futures through business planning, human resources and back office procedures. Tarnia has also created a networking group on the NSW Central Coast called Coffee Time, which is for Home and Small Businesses to meet and form friendships. There is education, presentations and networking, and each attendee is is encouraged. There is a monthly raffle that raises money for the local charity Iris Foundation which assists families and individuals with the prevention of suicide.
 
For more information on Planningwerx4u please visit  http://www.planningwerx4u.com.au  
 
Over the years Tarnia has been nominated and been a finalist in many business, industry and community awards, including:
Telstra Business of the Year
Telstra Woman of the Year
Wyong Chamber of Commerce
Wyong Shire Council Community Awards
Northern Lakes Chamber of Commerce
AFA Rising Star
AFA Female Excellence
AFA Adviser of the year
 
 

 


 



Disclaimer
 
Gurney Financial Services Pty Ltd is an Authorised Representative of Sentry Financial Planning Pty Ltd AFSL 247105.
 
We have not taken into account any particular persons objectives, financial situation or needs. Investors should, before acting on this information, consider the appropriateness of this information having regard to their personal objectives, financial situation and needs. We recommend investors obtain financial advice specific to their situation before making any financial investment or insurance decision