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TAP adds two

The Adviser Platform (TAP) has added two new hires in operations and support roles.

Wednesday, August 23rd 2023, 2:56PM

Pooja Shetty is a senior operations specialist and will play a pivotal role in elevating operational efficiency within TAP and further enhancing the member experience.

Shetty was most recently with the Kiwi Adviser Network. Armed with a background in financial services from advisory, claims, and experience liaising between lenders and brokers, Shetty understands the unique needs of advisers and their businesses. 

Meanwhile, Naz Mistry is the new compliance specialist and adviser support person.

Previously from Partners Life, Mistry brings specialist experience in supporting advisers to build their business from the ground up, whilst navigating the industry’s complex regulatory landscape. Her expertise will bolster TAP's commitment to maintaining the highest level of compliance and governance support for its members.

Managing director Ryan Edwards says their strong industry knowledge, combined with their passion for excellence, aligns with TAP's vision of empowering our adviser members to achieve unparalleled success. "We believe their expertise will further strengthen TAP's position as a trailblazer in the financial advice space."

"These appointments align with our unwavering commitment to empowering TAP member businesses through enhanced operations, governance, oversight and regulatory support."

As TAP continues to evolve, these new hires reflect the financial advice management platform’s dedication to continuously investing in talent and expertise, ultimately translating into better value and service for TAP's adviser members.

Tags: TAP

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AIA - Back My Build 6.19 - - -
AIA - Go Home Loans 8.74 7.45 7.05 6.85
ANZ 8.64 7.99 7.69 7.49
ANZ Blueprint to Build 7.39 - - -
ANZ Good Energy - - - 1.00
ANZ Special - 7.39 7.09 6.89
ASB Bank 8.64 7.45 7.05 6.85
ASB Better Homes Top Up - - - 1.00
Avanti Finance 9.15 - - -
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BNZ - Classic - 7.35 7.05 6.85
BNZ - Green Home Loan top-ups - - - 1.00
BNZ - Mortgage One 8.69 - - -
BNZ - Rapid Repay 8.69 - - -
BNZ - Std, FlyBuys 8.69 7.95 7.65 7.45
BNZ - TotalMoney 8.69 - - -
CFML Loans 9.45 - - -
China Construction Bank - 7.09 6.75 6.49
China Construction Bank Special - - - -
Co-operative Bank - First Home Special - 7.10 - -
Co-operative Bank - Owner Occ 8.40 7.30 7.05 6.85
Lender Flt 1yr 2yr 3yr
Co-operative Bank - Standard 8.40 7.80 7.55 7.35
Credit Union Auckland 7.70 - - -
First Credit Union Special - 7.45 7.35 -
First Credit Union Standard 8.50 7.99 7.85 -
Heartland Bank - Online 7.99 6.99 6.85 6.65
Heartland Bank - Reverse Mortgage - - - -
Heretaunga Building Society 8.90 7.60 7.40 -
HSBC Premier 8.59 - - -
HSBC Premier LVR > 80% - - - -
HSBC Special - - - -
ICBC 7.85 7.05 6.85 6.59
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Kainga Ora 8.64 7.79 7.59 7.29
Kainga Ora - First Home Buyer Special - - - -
Kiwibank 8.50 8.35 8.05 7.79
Kiwibank - Offset 8.50 - - -
Kiwibank Special - 7.35 7.05 6.89
Liberty 8.59 8.69 8.79 8.94
Nelson Building Society 9.00 7.90 7.75 -
Pepper Money Advantage 10.49 - - -
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Resimac - LVR < 90% ▲9.84 ▼9.30 ▼8.89 ▲8.69
Resimac - Specialist Clear (Alt Doc) - - 8.99 -
Resimac - Specialist Clear (Full Doc) - - 9.49 -
SBS Bank 8.74 8.05 7.65 7.29
SBS Bank Special - 7.55 7.15 6.79
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Select Home Loans 9.24 - - -
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TSB Special 8.64 7.39 7.09 6.85
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Westpac 8.64 7.99 7.59 7.35
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Westpac Offset 8.64 - - -
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Median 8.64 7.45 7.40 6.87

Last updated: 29 November 2023 1:56pm

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