About us

Our Values. What it says about us.

Trust

We provide reliable and transparent services, earning the trust of our members.

Adapt

We embrace change, innovation, and technology, continually adapting to meet the evolving needs of our members.

Partnership

We build strong partnerships with advisers, providers and the wider industry.

Meet the TAP team

Jaimee Berkahn

Operations Manager

Ryan Edwards

Managing Director

Scott Duncan

Head of Compliance & Advice

Jane Maximo

Advice & Compliance Specialist

Geoff Bawden

Head of Mortgage Adviser Distribution

Meryll Villaver

Client Engagement Manager

Priyanka Oliveira

Client Onboarding & Key Account Manager

Parth Kulkarni

Compliance & QA Officer

Taz Alnahas

Key Account Manager

Lyka Burr

Compliance Specialist & Adviser Support

Vincent Zhang

Compliance Specialist & Adviser Support

Marge Ranque

Senior Technical Support & Compliance

Colleen Espenida

Assistant Team Lead & Senior Broker Support Specialist

Joyce Alviar

Team Lead

Sarah Baldwin, CFA

CFO

Cassie Burt

Marketing & Communications Adviser