We’re Trusted Financial Experts

Financial strategies for life, for both individuals and entrepreneurs.

See How We Stack Up

We look forward to getting to know you a bit more. Before we do, here's a little more information about us.


Our clients and their families trust us to give expert and unbiased advice and create dynamic strategies to help them realise their financial goals.


We stand out from the crowd, confidently delivering a service that reaches beyond the industry standard and the expectation of our clients.


We use our knowledge and experience to provide you with a unique and flexible solution to help you realise your goals.


Adrian Taylor

Partner - Business Development

Adrian has a proven track record providing good quality financial planning and has a passion for giving specialist advice and guidance to professional sports people. Adrian spends much of his time building relationships with other professional services business, helping them understand the value of Financial Planning and identifying services crucial to our clients.

Pamela Murphy

Partner - Investment & Financial Planning Strategies

Pamela is known for challenging the status quo and seeking products and services for TMFP’s clients that will make a real difference to their financial wealth. Pamela has experience working on complex financial planning strategies and with clients going through big changes, such as divorce and bereavement. Pamela is also a voice for TMFP and is passionate about driving change in the financial services industry.

Annette Hender

Partner - Managing Partner

Annette has 20 years experience in the industry and is a qualified Chartered Financial Planner. Annette’s passion is about driving up standards in the financial services industry and creating an environment where financial service professionals can grow and thrive, supporting clients to take control of and improve their financial health.

Core Team

The entire TMFP team has been built from people who share the same values and ethics and a shared goal to deliver beyond industry standard and client expectation.


Terri Cook

Compliance Manager

Terri works with the team at TMFP to help ensure that our clients receive high quality advice and a first class service.


Helen Ross

Finance, Operations & HR Manager

Helen is the driving force that makes TMFP run smoothly and efficiently.


Adam Kittredge

Financial Planner

Adam is our expert on cash flow modeling for clients with long-term income needs.


David Easteal

Chartered Financial Planner

David loves number crunching and has a wealth of experience working with our entrepreneurial clients.


Caroline Stone


Former paralegal Caroline assists the Partners with technical analysis and research for our most complex cases.


Lisa Annetts


Lisa works with TMFP’s Financial Planners to ensure they have the research and technical analysis they need at their fingertips.


Kat Tammerova

Sales Support

Kat is a rising star in the business and works tirelessly to research our client’s often very complex legacy plans.


Chris Wakeman

Sales Support

An experienced Sales Support Administrator, Chris ensures new clients are on-boarded smoothly and efficiently.


Jana Laville

Mortgage Adviser

Jana is our property and finance expert and makes buying a property or renegotiating finance a stress free experience.


Liam McElligott

Mortgage Administrator

Jana's right hand man, Liam supports Jana to facilitate the mortgage advice process ensuring our clients receive a first class service.


Ron Valdez

Customer Service Administrator

Ron is first port of call for TMFP's longstanding clients in addition to supporting advisers to deliver prompt and professional client annual review meetings.


Nalina Gurung

Office Administrator

Nalina's hands on approach ensures the management team are best placed to deliver an unparalleled service to TMFP clients.


Jasmine Barrett

Office Administrator

Jasmine's bubbly personality and enthusiasm ensures the team are supported in their everyday activities to deliver a professional service to our clients.

Join Us


Think you’d fit in? Then we’d love to hear from you.

Join Our Team

Contact us for help with your finances.