The

TAP

Story

We don’t just tell advisers how to grow a great
business, we help them do it!

Our Senior Team

The TAP team are eager to help you take your business to the next level. Get to know the team behind your business.

Our Senior Team

The TAP team are eager to help you take your business to
the next level, get to know the team behind your business.

Our Senior Team

The TAP team are eager to help you take your business to the next level, get to know the team behind your business.

Ryan Edwards

Managing Director

Ryan has worked in the financial services industry in Australia and New Zealand for over 12 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 9 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 over 17 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 12 years’ experience in absolutely everything business and advisory-related, Craig is a valuable resource of industry knowledge.

Phillip Drew

CFO

Phillip has over 9 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 assists with any and all adviser enquiries, from email solutions to software how-to.

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.

Mike Taylor

Head of Product

An expert in his field, Mike has extensive knowledge and experience across the digital media landscape, including web design and branding strategy.

Geoff Baldwin

Resourcing Consultant

With over 14 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.