The Adviser Platform (TAP), which recently held its third annual conference, has strengthened its compliance and governance team with the addition of Lyka Burr and Vincent Zhang (pictured above, left to right).
Both joined the organization in October as compliance specialists and adviser support, enhancing TAP’s mission to simplify regulatory processes and provide exceptional support to financial advisers across New Zealand.
Managing director Ryan Edwards emphasised the significance of the appointments.
“TAP has consistently aimed to make running a FAP easier for advisers by simplifying compliance,” Edwards said.
“Welcoming Lyka and Vincent to the team reflects our commitment to helping more advisers navigate the complexities of regulatory requirements and stay on top of their compliance obligations. This ensures our members are well-equipped to run compliant and well-governed advice practices.”
Burr, with more than five years of experience in financial services, previously served as a team leader paraplanning, where she oversaw the creation of statements of advice and led adviser training.
Zhang, bringing more than a decade of industry experience, has held roles such as claims case manager and compliance analyst, most recently contributing to the compliance team at one of New Zealand’s leading insurers.
In their new roles, Burr and Zhang will focus on quality assurance, document reviews, compliance feedback, and aiding advisers with TAP’s licensing programme.
Scott Duncan, TAP’s head of compliance and advice, praised their addition.
“Lyka and Vincent’s extensive experience and deep understanding of regulatory requirements will significantly strengthen our ability to support advisers,” Duncan said. “Their expertise further enhances our capacity to offer clear, practical pathways for navigating licensing and the regulatory environment.”
