The TAP Story.
We strongly believe in the Independent Adviser Market.
We know independent adviser businesses are best placed to genuinely help clients. However, we also know it’s becoming harder and harder to do it alone. Therefore we believe the only way independent advisers can stay competitive is to work together.
So, we created The Adviser Platform to do just that.
After spending well over a decade building a successful nationwide adviser business, we have developed all the tools, processes and support an adviser business needs to succeed in today’s market.
TAP gives us the ability to share all of the benefits that come with being a large business with all the independent adviser businesses in NZ. Become a TAP member today to ensure you are ready for the future.
Meet the TAP team. We are eager to help you take your business to the next level.
Ryan Edwards
Managing Director
Ryan has worked in the financial services industry in Australia and New Zealand for over 14 years and has a great track record of working with advisers to help them develop their client service offering and grow their business.
Scott Duncan
Head of Compliance and Advice
With over 10 years’ experience working in the financial services and compliance sectors, Scott brings his valuable know-how to the TAP team to ensure advisers are ready and able to succeed within the changing compliance landscape.
Janine Roberts
Board Member
Janine has almost 20 years’ experience as a Chartered Accountant, using her strong reconciliation and analytical skills to provide tax, accounting and business advisory services.
Craig Baldwin
Board Member
With 14 years’ experience in absolutely everything business and advisory-related, Craig is a valuable resource of industry knowledge.
Phillip Drew
CFO
Phillip has over 10 years’ experience as a CFO in the financial services industry. He also has a strong background in HR and business operations.
Jaimee Berkahn
Operations Manager
As well as the day to day management of the operations team, Jaimee is involved in the development of both the CRM and the administration processes.
Vicky Harland
Communications Manager
With a background in journalism, PR and advertising, Vicky manages all of the internal and external commmunications and marketing here at TAP.
Sarah-Ellen Hale
Operations Support Coordinator
Sarah assists with any and all adviser enquiries, from email solutions to software how-to. She has hands-on management of the on-boarding process that sees a smooth transition for new members.
Geoff Baldwin
Resourcing Consultant
With over 15 years’ experience in the financial services industry, Geoff created Deployed to help New Zealand businesses reach their long-term goals and is expanding this tried and tested offering to the rest of the industry.
