Adam Greentree: is our Senior Financial Planner. He has been working in the Financial Services Industry since 1989. Adam has been a co-owner of the practice since 1999 with his wife Virginia. Adam is a Certified Financial Planner and holds a Masters in Financial Planning. Adam also holds the Quality Advice designation from Garvan Financial Planning, awarded to planners who have consistently demonstrated provision of comprehensive financial planning advice, as well as sound business practices.

Taryn Hayne: is our Para Planner. She is responsible for the smooth running of the administration side of the “back office”. Taryn is Adam’s right hand, ensuring all client service issues are followed up and completed. Taryn holds an Advanced Diploma of Financial Services and is an Authorised Representative of Garvan Financial Planning. After 6 years in our practice, Taryn has received her “P” plates and is moving into a more active planning role.

Jackie Rose: is our Client Services Manager. She is the friendly face on reception and is responsible for implementing the day to day administrative work in our practice. Jackie works closely with Taryn in managing client services. Jackie holds a Certificate of Financial Services in Mortgage Broking and she is currently studying an Advanced Diploma of Financial Services, moving toward a Para Planning role within the team.

Administrative Support Staff

Maureen Nicol and Cathy Langford are our Client Services Officers. They are the friendly voices on the end of the phone, or you may recognise their names on the bottom of any marketing material we send out to clients. Together, they are responsible for day to day clerical duties in the office, preparation of all client review documents and management of client appointments. Cathy is also the welcoming face on reception in Hill St Serviced Offices.

Lending Consultant

Liz White: is our lending support officer. Working with Phil, she is responsible for the administration side of Hunter Lending Solutions. Liz ensures that all lending documents are lodged and followed closely through until settlement. She comes from an extensive background in Mortgage Broking and is well known in the Finance Industry in the local area.

Business Management

Virginia Greentree: is our Practice Manager and co-owner with Adam. She has been working actively in the business since 2000 and holds an Advanced Diploma in Financial Services. Virginia is the heart of the office and is responsible for the day to day management of the business, marketing, and managing staff.