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
TFC Director & Senior Financial Adviser
Dominique Riley
TFC Director & Senior Financial Adviser
Chris Manthey
Senior Financial Adviser
Joshua Snell
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.
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-handedly 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
Associate Adviser
Master of Financial Planning (MFinPlan) | Bachelor of Business
As an Associate Adviser, I provide comprehensive strategic support to the Financial Advisers behind the scenes in end-to-end strategy development.
SOME FUN FACTS – I work remotely from Brisbane and my favourite things are hiking around Mt Coot-tha, riding my mountain bike and working with youth as a Venturer Scout Leader.
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.
Linda Hudson
Receptionist | Admin Assistant
As part of the administration team, you will most probably ‘meet me’ over the phone or when you pop into our office. In my role I support our clients, advisers and the rest of our team and endeavour to keep our office running smoothly.
SOME FUN FACTS – I love music and travelling – can’t wait to get back to seeing more live music!
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!