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.

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.

Sarah Baldwin, CFA

CFO

Sarah is highly experienced in the financial services industry here in New Zealand and in the UK. She has held roles focused on Corporate Finance, Treasury and Reporting/Compliance.

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.

Pooja Shetty

Senior Operations Specialist

Armed with a background in financial services from advisory, claims, and experience liaising between lenders and brokers, Pooja understands the unique needs of advisers and their businesses. Her role is to elevate operational efficiency within TAP and further enhance the member experience.

Naz Mistry

Compliance Specialist and Adviser Support

Experienced in supporting advisers to build their business from the ground up, Naz specialises in navigating the industry’s complex regulatory landscape. Her expertise will support members to maintain the highest level of compliance and governance.

Geoff Bawden

Head of Mortgage Adviser Distribution

With 40 years in the finance industry, Geoff joined TAP after the acquisition of his mortgage aggregation business, Q Group. Geoff helps advisers strengthen and grow their mortgage businesses by sharing decades of expertise, best practices and leveraging longstanding relationships with lenders and suppliers.

Jane Maximo

Advice and Compliance Specialist

Jane leverages her extensive industry knowledge to deliver exceptional support to advisers. Her oversight ensures that advisers adhere to regulatory requirements, maintaining a high level of compliance and governance.

Parth Kulkarni

Compliance and QA Officer

Parth brings extensive expertise in regulatory compliance and quality assurance from his background in financial services. Providing exceptional support to advisers to ensure they meet their compliance and governance requirements.

When are you free? Let’s talk.

Interested in how TAP can impact your business? Book a no obligation chat with the TAP team to find out more