Greentree Financial is a well-established and professional financial planning and mortgage broking practice based in Muswellbrook, Upper Hunter.

Originally founded as a family-owned life insurance business, Thompsons Financial Services was established by Virginia’s parents, Kevin and Margaret Thompson, in 1967.

Adam and Virginia Greentree acquired the business in 2001, expanding their services to cover the greater Hunter Valley and beyond. They offer a comprehensive range of financial planning and mortgage broking services.

The practice prides itself on its collaborative and client-focused approach, valuing each team member’s contribution.

Practice Principal, Adam Greentree brings over 30 years of experience in the financial services industry. With a background in banking, he advanced through various roles at NAB, including branches, treasury, and lending, before transitioning to financial planning in 1994. Adam is a Certified Financial Planner and holds a Master’s Degree in Financial Planning and a Diploma of Financial Services in Mortgage Broking Management.

Virginia Greentree, handling both practice management and mortgage broking, entered the financial services industry in 2001 after a career in health services management. She holds an Advanced Diploma in Financial Services (Financial Planning) and a Diploma of Finance and Mortgage Broking.