Your Advisory Team
Back Row L-R Taryn, Adam, Virginia, Maureen. Front Row L-R Naomi, Cathy
Adam Greentree is our Principal Adviser and Mortgage Broker and has been working in the financial services industry since 1989. Working through the ranks with NAB in branches, treasury and lending. Adam has been a co-owner of Greentree Financial since 1999 with his wife Virginia. Adam is a Certified Financial Planner and holds a Masters in Financial Planning. As Principal of Greentree Financial, Adam believes our practice is very much the sum of its parts and is proud to provide such a strong team focused approach to client relationships.
Taryn Hayne is a qualified Financial Planner who currently works part-time. She holds an Advanced Diploma of Financial Services. Taryn works closely with Adam and is an integral part of our advisory team ensuring all client advice is documented and all recommendations implemented in a structured and consistent process. She often participates in Adams client meetings and works together with Naomi to follow up any information or actions that are required.
Naomi Barwick is our Para Planner, she comes from a background in accounting, holding a Bachelor of Commerce, and is studying Financial Planning. Naomi also participates in client meetings with Adam from time to time and works as part of the advisory team with Taryn. Naomi is a key part of our advice process ensuring that our documentation is easy to navigate and driven by your priorities.
Cathy Langford is our Client Services Officer. She is the friendly voice on the end of the phone, or you may also recognise her name on our communications to you. Cathy is responsible for day to day clerical duties in the office, preparation of all your review documents and management of your client meetings.
Maureen Nicol is our Receptionist and one of the friendly faces who will greet you when you first arrive at our office. Maureen is responsible for chasing up any work in progress for clients. She is also our specialised Lending Support Officer for our sister company, Hunter Lending Solutions.
Virginia Greentree is our Practice Manager and co-owner of Greentree Financial with Adam. She has been working actively in the business since 2000 and holds an Advanced Diploma in Financial Services and is now studying for her qualifications in Finance and Mortgage Broking. Virginia is responsible for the day to day management of the business, marketing and staff.
Everybody deserves a Certified Financial Planner ®
Finding a financial planner can be overwhelming. Knowing who to turn to for financial advice is essential.
All practising financial planners must hold an Australian Financial Services Licence issued by the Australian Securities and Investments Commission (ASIC), or be an authorised representative of a licensee. It’s important to look for one who is also a member of a professional association, such as the Financial Planning Association. In doing so, you are protected by a number of benefits and safeguards.
All FPA practitioner members are committed to a code of ethics and high professional standards, over and above that required to comply with the law. FPA membership carries education and experience requirements. Members must comply with practice standards and continue their professional education. They are held accountable through a rigorous complaints and discipline system.
A Certified Financial Planner® professional has gone above and beyond to achieve the highest qualification in financial planning.
As an FPA Professional Practice, Greentree Financial is committed to high professional standards. Within our practice, Adam Greentree is a Certified Financial Planner® professional and is proud to be part of the global community of professionals and serve our clients to the highest standard in financial planning.
Fifty years and going strong.
Greentree Financial has evolved from our origins as a family owned Life Insurance Business Thompsons Financial Services. Established in 1967 by Virginia’s parents Kevin & Margaret Thompson.