YOUR TEAM

Meet the team
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Your Team of Advisers have an up to date understanding of the current issues that may impact your situation, whilst drawing on their individual expertise and specialist backgrounds. You’ll realise that the time spent gathering information and developing a relationship between yourself and Your Adviser is of great value for the benefit of ongoing advice.

​Each member of Your Team plays an integral part in the advice and service of our clients, they each have a commitment to ongoing training and development. Our aim is to provide you with the best ongoing support in building the future that you want. 

WHY US?

At TFC Financial you will experience the comfort of knowing that you have been fully understood.

GET TO KNOW THE TEAM AT TFC FINANCIAL

I enjoy helping clients understand their financial position and helping them with their individual needs.

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TFC Director & Senior Financial Adviser

Dominique Riley

Give people the financial knowledge, so they have the confidence to make decisions that are best for them.

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TFC Director & Senior Financial Adviser

Chris Manthey

If you don’t have time to do it right, when will you have time to do it over?

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Financial Adviser

Joshua Snell

Office Manager - Tamara Stopford

Business Manager

Tamara Stopfod

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Alex Fegredo

Associate Adviser

Alex Fegredo

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Sam Edser

Associate Adviser

Samantha Edser

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Megan Richardson

Associate Adviser | CSO

Megan Richardson

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Lisa White

Paraplanner

Lisa White

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Anna Davidson

Paraplanner

Anna Davidson

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Rachel Watt

Client Support Officer

Rachel Watt

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Sharmaine McQueen

Client Support Officer

Sharmaine McQueen

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Marianne Moss

Receptionist | Admin Assistant

Marianne Moss

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Noela Rigby

Admin Assistant

Noela Rigby

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Karla Dutton

Client Support

Karla Dutton

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Administrative Team

Tamara Stopford

Business Manager
BHosp Management

The main objective of this role is to own the Operational Plan based on the strategic goals of the business, and provide day-to-day management of the Support team.

SOME FUN FACTS – In addition to my role at TFC, I am a part-time Uber  driver for my two very busy girls.  I love spending time with my husband & family (furry ones included); and catching up for laughs with friends.

Alex Fegredo

ASSOCIATE ADVISER
Bsc (Honours) Politics & Economics | Diploma of Financial Planning

As Associate Advisers, we provide comprehensive strategic support to the financial advisers, while also bridging the gap between client interactions and financial advisers.

SOME FUN FACTS – When I am not spending time with my wife, pets     and foster kittens, I enjoy playing football (not soccer) competitively, going to the gym and travelling.

Samantha Edser

Associate Adviser

As Associate Advisers, we provide comprehensive strategic support to the financial advisers, while also bridging the gap between client interactions and financial advisers.

SOME FUN FACTS – When I am not spending time with my husband      and twins, I enjoy hiking and getting outdoors. I have a special interest in multi-day hikes and visiting new and different places.

Megan Richardson

ASSOCIATE ADVISER | CLIENT SUPPORT OFFICER

Being Josh’s sole support, I single handily complete the Client Support role whilst juggling the Associate Adviser role. As an Associate Adviser we provide comprehensive strategic support to the financial advisers, while also bridging the gap between client interactions and financial advisers. Then I follow this through with the implementation of our advice recommendations to meet client goals.

SOME FUN FACTS – When I am not spending time with my husband and two girls, I enjoy drinking coffee and travelling; especially to other  countries (COVID permitting).

Lisa White

Paraplanner
Masters of Financial Planning (MFinPlan) | BBus

As a paraplanner I am responsible for assisting the Financial Planning team behind the scenes in end-to-end strategy development and construction of Statements of Advice and other advice documents.

SOME FUN FACTS – I work remotely from Brisbane and my favourite   things are hiking around Mt Coot-tha, riding my mountain bike and playing rock music on my guitar.

Anna Davidson

Paraplanner
Diploma of Financial Planning and Advanced Diploma of Financial Planning

Anna is a qualified Paraplanner and has worked in the Financial Planning sector for almost 10 years. She is passionate about seeing client’s plan for both their financial present and future, to provide them peace of mind.

SOME FUN FACTS – In her spare time, Anna can usually be found in the garden or tending to her indoor ‘jungle’.

Rachel Watt

Client Support Officer

I love being a CSO, interacting with clients & building relationships with some wonderful people. But it is also what goes on behind the scenes that I love. Watching my Adviser & Associate Adviser plan & research the  best outcomes for our clients and then gathering the information for them to present to the client. The fast paced environment, working together as a team & seeing a job through is very rewarding.

SOME FUN FACTS – I am a very organised person, I like structure, I love spreadsheets & I love the process. This flows through my work life and into my hobbies, like organising parties & events for family, friends & work colleagues. I like to be the one that knows all in the planning & I love to see the surprise & joy on peoples faces when they enter one of my gatherings. So much fun!

Sharmaine McQueen

Client Support Officer

In a nutshell, my role at TFC is to be at the ready to ensure a smooth process for client applications, account changes, transfers and enquiries – with no task too big or small. 

Being a client support officer enables me to assist both advisers and clients on a daily basis, with my favourite aspect of the role being the implementation of Statements of Advice recommendations.  

SOME FUN FACTS – In my spare time I enjoy spending it with my little family whether it’s the fun little tasks at home, the weekend sporting events or mini adventures outdoors. 

Marianne Moss

Receptionist | Admin Assistant

As part of the administration team, I support our Advisers and the rest of our team and endeavour to maintain a well-organised office. As the first point of contact, I welcome our clients when they arrive for their appointments and provide assistance when they telephone the office.

SOME FUN FACTS – I enjoy travelling and one of my favourite places is Egypt which I have visited three times, so far. I intend to visit again, when international travel is possible once more.

Noela Rigby

ADMIN ASSISTANT

I am part of the admin team and we support the advisers and other staff in their roles.  We are the first point of call when a client contacts our office either by phone or in person.

SOME FUN FACTS – Not so unique but I do love my gardening.

Karla Dutton

Client Support

Karla has been an employee of TFC Financial for 10 years in the Client Support space.  Karla is currently enjoying maternity leave with her 3rd little bundle of joy!

AT TFC Financial…

Our team prides itself on quality, standards and education. We are committed to ongoing education – of ourselves as professionals and our clients as engaged partners in their financial wellbeing.

GET IN TOUCH WITH OUR TEAM TODAY!