TFC Office Update - September 2019
From our office to you, what the TFC Team have been up to:
2 new team Members have joined us at TFC
Staff PD Days (we learnt a lot...)
The Financial Adviser Standards & Ethics Authority (FASEA)
We we would like to introduce you to the newest members of our TFC Team:
Wendy Love
Wendy has been working with us since mid June this year. Wendy is returning to the financial service industry after spending 16 years in medical education.
Wendy is Client Support Officer for Dominique Riley and looks forward to building a strong relationship with TFC Financial’s clients.
Anna Davidson
Anna started with us on the 5th of August 2019 in the role of Paraplanner. She has worked in the financial industry for the last 7 years.
She enjoys gardening, in particular making succulent arrangements, as well as spending time with her husband, 3 children and 3 fur babies. She looks forward to working with the TFC team and helping clients achieve their goals.
STAFF PERSONAL DEVELOPMENT DAYS & FASEA
We provide all our staff the opportunity to grow and develop in their roles at TFC Financial, to make sure we are always providing the best up-to-date and professional service to our clients. During the month of August the team attended some training and development sessions, some of the topics covered were;
An Economic & Investment Update
Strategies in Times of Change
Compliance Focus Update
Ethics
Mental Health Awareness & Self Care - during the claims process
Practicing Mindfulness in Your Day
The Financial Adviser Standards & Ethics Authority (FASEA) is the standards body who set the education, training & ethical standards of licensed financial advisers in Australia.
At the moment our advice team is working through the education requirements, so that our clients can be confident that they are dealing with a team of professionals who possess up to date knowledge & education, and an ongoing commitment to the Financial Services industry.
If you have any questions regarding the level of standards please don't hesitate to get in touch with us.
P 07 4639 1399 | F 07 4639 6921
E [email protected] | W tfcfinancial.com.au
123 Margaret Street, Toowoomba QLD 4350 | PO Box 1591, Toowoomba QLD 4350
