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TFS The Financial Planning Specialists

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TFS The Financial Planning Specialists

Overview:

“Financial Planning” is the process of providing advice and assistance to clients for the purpose of determining whether and how clients can meet their financial needs and life goals through the proper management of financial resources.

A Financial Planner will work closely with your other professional advisers, such as Accountant or Solicitor, and act as a manager/coach to help you achieve all of your financial and lifestyle goals.

All activity involving money has risks - for your protection, 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 sensible to look for one who is also a member of a professional association, such as the FPA. 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.

History:

Our practice was founded in 1967 by Kevin and Margaret Thompson. Originally a Life Insurance agency, the business later expanded into Superannuation and General Insurance.

Kevin & Margaret's son Greg Thompson joined the business in 1987 and progressively introduced Financial Planning services. Greg purchased the business in the early 1990's.

In 1994 Adam Greentree joined the business as Office Manager, moving into full time Financial Planning as the business grew. As Kevin retired, Adam became the second full time planner, and in 1999 he and his wife Virginia (who is also Kevin & Margaret's daughter), purchased 20% equity.

In November 2000 Greg lost his life in a motor vehicle accident on his way home from a client meeting.

Adam and Virginia subsequently purchased the remaining 80% of the business and are now the full time shareholders and proprietors of the business.

In May 2005 the business moved to larger premises at 26 Sowerby Street in Muswellbrook, adjacent to the Muswellbrook Marketplace. In 2008, we purchased the neighbouring building on the corner of Hill and Sowerby Sts, from where we run Hill Street Serviced Offices.

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