High quality advice requires the support of a high calibre team behind the scenes. Tarvos Wealth is fortunate in having highly experienced staff to support its advisers.
Karen Parker, Linda Hotham and Cassie Millington (Paraplanner)
Karen has been in the industry for 28 years and is qualified to Chartered level. She provides much of the technical support to the advisers, as well as filling a number of other vital roles in the advice process. Linda has been in the industry for 34 years and is qualified to Diploma level. She provides support to the advisers where her main role is researching, preparing and administering Financial Reports for clients. Cassie has 9 years industry experience, is qualified to Diploma level and is currently working towards becoming Chartered. Cassie works along side the advisers providing technical support and attending client meetings.
India Johnston, Nicola Connelly, Rosie Davis and Sarah Bryant (Client Support)
Sarah and Nicola have between them some 30 years industry experience and have both been with us for over 10 years. India has been working in financial services for five years, she has the Certificate in Financial Services and is currently working towards her Diploma. India’s role is providing support to both our administration and paraplanning teams. Rosie has been with us for two years and is currently studying Business Administration at Canterbury College. Rosie works as one of our administrators and provides support with marketing. Their role in administering our clients’ investments and policies is essential to the smooth running of a financial adviser firm such as Tarvos Wealth.