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


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Toowoomba Financial Centre Pty Ltd ABN 88073088070, trading as TFC Financial is a corporate authorised representative of Charter Financial Planning Limited ABN 35 002 976 294 Australian Financial Services Licensee License number 234665. If you no longer wish to receive direct marketing from us you may opt out by calling us on 07 4639 1399. This article contains general advice only. You need to consider with your financial planner, your investment objectives, financial situation and your particular needs prior to making any strategy or product decision.

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Phone:  (07) 4639 1399

Fax:       (07) 4639 6921 

Office:   Canberra Place 123 Margaret Street

              Toowoomba QLD 4350

              (Cnr Margaret & Hume Sts)

Postal:   PO Box 1591, Toowoomba QLD  4350

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Toowoomba Financial Centre Pty Ltd ABN 88 073 088 070, trading as TFC Financial is a corporate authorised representative of Australian Financial Services Licensee 234665, Charter Financial Planning Limited ABN 35 002 976  This website contains general advice only. You need to consider with your financial planner, your investment objectives, financial situation and your particular needs prior to making any strategy or products decision.

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