Beth Smith

Senior Consultant

What I bring to Tangelo

Deep Industry Experience

With nearly 30 years in financial services, I specialise in compliance, governance, and risk for AFS licensees, combining deep regulatory knowledge with practical business insight from senior roles across major institutions and firms.

Engaging Compliance Training

I also design and deliver training programs that make complex, and often dry, compliance and governance content clear, understandable, and even engaging.

Grounded, Real-World Insight

I’ve worked with a broad range of businesses - from sole practitioners and national advice firms to industry funds, credit unions, and banks. This experience allows me to deliver grounded, relevant, and effective advice.

What brings me to Tangelo

A shared commitment to building meaningful, long-term partnerships with our clients. Compliance shouldn't just be about ticking boxes - it should support businesses in becoming stronger, more sustainable, and more resilient.

I love the challenge of finding creative, compliant, and commercially smart solutions that help our clients succeed.

One of the most rewarding parts of my role is knowing the work we do has a real impact. I recently helped a financial planning business revamp their advice policies, and the feedback we received at the end of that project was a real highlight. They were eager to comply but needed guidance that balanced industry insight with regulatory know-how, and that’s exactly where Tangelo excels.

For me, it’s that ability to make a difference that makes working at, and with, Tangelo so fulfilling.

Practical, Workable Solutions

I help clients benchmark their policies, processes, and business rules against financial services legislation and industry best practice. I am focused on practical, tailored solutions that are easy to operationalise.

  • "The efficiencies delivered for our business were felt within the first month."

    Financial Advise Client

  • "Thanks for making business simpler, more lucrative and fun again."

    Financial Advise Client

  • "The Tangelo team were proactive, highly experienced and skilled."

    Financial Advise Client

  • "They have proven to be an invaluable outsourced resource."

    Financial Advise Client

  • "Tangelo's expertise, professionalism, and delivery exceeded my expectations."

    Financial Advise Client

  • "I find Tangelo team's style to be refreshingly intuitive and 'real'".

    Financial Advise Client

Our Gap Analysis is proven to get results.

When you have a framework for success, with precisely what you need to fix and how it’s hard to get it wrong. Speak to us today, and let’s get started.