Your Advisory Team
Adam Greentree is our Senior Financial Planner and Mortgage Broker and has been working in the financial services industry since 1989 when he got his start with NAB. Adam has been a co-owner of TFS since 1999 with his wife Virginia. Adam is a Certified Financial Planner and holds a Masters in Financial Planning as well as the Quality Advice designation from Garvan Financial Planning, awarded to planners who have consistently demonstrated provision of comprehensive financial planning advice and sound business practices.
Taryn Hayne is a qualified Financial Planner who currently works part-time at TFS. She holds an Advanced Diploma of Financial Services. She works closely with Adam as an integral part of our advisory team ensuring all client advice is documented and all recommendations implemented. She often participates in Adam’s client meetings and works together with Naomi to follow up any information or actions that are required by you.
Naomi Barwick is our Para Planner, she comes from a background in accounting, holding a Bachelor of Commerce, and is now studying Financial Planning. Naomi also participates in client meetings with Adam and works as part of the advisory team with Taryn ensuring all client advice is documented and recommendations implemented. Together the team follow up any information or actions that clients require.
Cathy Langford is our Client Services Officer. She is the friendly voice on the end of the phone, or you may also recognise her name on our communications to you. Cathy is responsible for day to day clerical duties in the office, preparation of all your review documents and management of your appointments.
Maureen Nicol is our Receptionist and one of the friendly faces who will greet you when you first arrive at the office. Maureen is responsible for chasing up any work in progress for clients. She is also our specialised Lending Support Officer for our sister company, Hunter Lending Solutions.
Virginia Greentree is our Practice Manager and co-owner of TFS with Adam. She has been working actively in the business since 2000 and holds an Advanced Diploma in Financial Services and is now studying for her qualifications in Finance and Mortgage Broking. Virginia is responsible for the day to day management of the business, marketing and staff.
The Business Name?
TFS comes from our origins as a family owned Life Insurance Business Thompsons Financial Services. Established in 1967 by Virginias parents Kevin & Margaret Thompson.