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Acis Announces National Partnership with TAG Financial Services
Current as of: 4 July 2025.
Acis is pleased to announce a new national partnership with TAG Financial Services, a respected and independently owned advisory firm operating since 1997.
TAG provides specialist advice and support to both individuals and accountants across business advisory and taxation, superannuation advisory and audit, investment and wealth management, and finance and lending, helping them navigate complexity and achieve stronger financial outcomes.
“We are excited to partner with Acis, an organisation that shares our commitment to practical and technically sound outcomes to all our clients,” said Mark Templeton, Managing Director at TAG Financial Services. “Their legal-backed solutions help us streamline processes while maintaining the high level of care and compliance our clients expect. It’s a natural alignment that adds real value and peace of mind to our services.”
Kedar Pednekar, Victorian Account Director here at Acis, said the partnership was a natural alignment of values and expertise.
“TAG’s emphasis on technical rigour and genuine client care aligns closely with how we operate at Acis. We’re proud to support their team with a structuring solution that not only improves efficiency but also provides the legal oversight and human support that advisors need to deliver strong outcomes for their clients.”
Backed by Acis’ legal oversight, dedicated onshore support, and advanced technology platform, TAG advisers will have access to streamlined, compliant structuring tools, supported by expert guidance which will enhance efficiency and deliver better client outcomes.
This partnership reflects a shared, ongoing commitment to building a robust and well-governed advice industry. One that empowers professionals to navigate complexity with confidence and deliver high quality service and advice for their clients.
To learn more about TAG Financial Services, visit their website here.
Media Contact:
Jane O’Driscoll
marketing@acis.net.au
1800 773 477
About Acis:
Acis is Australia’s premier provider of business and investment structures and restructures. Our powerful platform is used by accountants, lawyers and wealth advisors to mitigate legal risk, unlock revenue opportunities and drive higher value client relationships. Learn more about how Acis can empower your advisory here.
