Your Advisory Team
Adam Greentree is our Senior Financial Planner 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.
Virginia Greentree is our Practice Manager and co-owner of Greentree Financial with Adam. She is also one of the Mortgage Brokers in our sister business Hunter Lending Solutions. Virginia has been working actively in the business since 2000 and holds an Advanced Diploma in Financial Services and Diploma of Finance and Mortgage Broking. She is responsible for the day to day management of the business.
Naomi is our Senior Para Planner and comes from a background in accounting, holding a Bachelor of Commerce. Behind every great Financial Planner is a hard working Paraplanner and Naomi has been part of our team for over 10 years. Working closely with Adam, she is integral to our advisory processes ensuring that our Advice documentation is easy to understand and driven by your priorities.
Maureen is our Para Planner, she works closely with Adam and Naomi in our advisory team documenting your recommendations and advice. Maureen is our longest serving team member and a key part of our advice process, ensuring all client advice is implemented in a structured and consistent process.
Cathy is a valued member of our Client Services team. She is one of the friendly voices on the phone, or you may also recognise her name on our communications to you. Cathy is primarily responsible for any information or actions requiring to be followed up and management of your review documents and client meetings.
Nikki is our Receptionist and the friendly face who will greet you when you first arrive at our office (be sure to accept her offer as she makes a great coffee!). As a member of our Client Services team, Nikki has completed a Certificate 3 in Financial Services and is currently studying an Advanced Diploma in Paraplanning. She is responsible for documenting your Records of Advice and following up any work in progress for our clients.
Jessica comes from a background in banking and customer service, and is also studying an Advanced Diploma in Paraplanning. Jessica is a part of our Client Services team across both Greentree Financial and our sister business Hunter Lending Solutions. She is one of the friendly voices that greets you on the phone, she works with Cath preparing your review documents and following up any work in progress for our clients.
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.