The TAP Story.
Meet the TAP team. We are eager to help you take your business to the next level.
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.
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 has almost 20 years’ experience as a Chartered Accountant, using her strong reconciliation and analytical skills to provide tax, accounting and business advisory services.
With 14 years’ experience in absolutely everything business and advisory-related, Craig is a valuable resource of industry knowledge.
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.
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.
With a background in journalism, PR and advertising, Vicky manages all of the internal and external commmunications and marketing here at TAP.
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.
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.