TFS consists of a highly qualified team of professionals
Meet our team of professionals who are highly skilled and focused on assisting you grow your firm.
CEO and Director
Andrew Kennedy is the CEO and Director at TFS. Andrew has over 25 years of experience in the financial services industry holding a number of senior managerial positions across Project, Distribution and General Management functions.
Financial Controller and Company Secretary
Sean joined TFS in October 2017 as Financial Controller and Company Secretary. Sean has worked with a number of accounting firms and helped clients achieve their strategic ambitions, whether that be via acquisition, divestment or through the raising of debt or equity finance in roles at Grant Thornton UK, PwC Australia and Deloitte.
Head Of Risk and Compliance
Shannon joined TFS in October 2017 as the Head of Risk & Compliance. Shannon has 20 years of experience in financial planning across various organisations including Count Financial, Premium Wealth Management and Suncorp. Shannon holds a Master of Applied Finance (FP) and MBA.
National Practice Development Manager
Joe joined TFS in July 2015 as a Practice Development Manager. Joe has held the role as National Practice Development Manager since 2016. Prior to joining TFS, Joe has held multiple Business Development and financial planning roles.
Advice & Strategic Projects Manager
Adrian Caspar's career within the financial planning industry spans over 12 years. Adrian joined TFS in August 2016 and current role is Advice and Strategic Projects Manager. At an early stage, Adrian developed an affinity with roles requiring a strong technical and strategic thinking acumen. Adrian is passionate about client first principles and advocates for quality changes that deliver professionalism and increased ethics within the financial planning industry.
Michael joined TFS in August 2016 and has since been promoted to Operations Manager. He has worked in the financial services industry for the past 8 years holding a Bachelor of Commerce degree and a Diploma of Financial Planning. Prior to joining TFS, Michael spent 5 years at Macquarie Group in the Wealth Management area.
Senior Risk & Compliance Manager
Tyson joined TFS as a Risk & Compliance Manager in February 2017. He has worked in the financial services industry the past 8 years, he holds a DFP, Bach Laws (Hons), Bach Commerce (Int'l Bus) and Grad Dip of Legal Practice. Tyson is recognised as a Legal Practitioner in the Supreme Court of NSW. He has a keen interest in superannuation and corporate law.
Practice Development Manager
Jonica joined TFS in December 2017 as a Practice Development Manager following 5 and a half years with Commonwealth Financial Planning in a Financial Planning practice. Jonica has had over 20 years of experience in Retail Banking, Investment Platform, Practice Development and Financial Planning businesses.
Jimmy joined TFS in August 2014 and is currently the financial accountant at the company. He is currently in the process of obtaining his CPA and is due to be fully qualified by December 2018. Jimmy also holds B Com (Accounting and Finance) from UNSW. Prior to joining TFSA, Jimmy spent 5 years at Colonial First State in the financial services sector.
Violet joined TFS in September 2014 as Brokerage and Dealer Admin Supervisor, she has extensive industry experience. Violet has over 18 years’ experience in mid-tier dealer groups as well as having worked at a practice level in all aspects of financial planning administration.
Alanna joined TFS in October 2016 into the Dealer Admin & Brokerage team. She has over 9 years’ experience in the industry particularly in administration and back office support. Alanna’s main focus is always on the best result for the Adviser.
Sarah de Rooy
Sarah joined TFS as a brokerage consultant in April, 2017. She has worked in the financial industry for over 30 years, focussing mainly on Adviser Relationships and Brokerage, across both Financial Institutions and Licensees. Sarah’s most recent gig spanned 18+ years with the then, Associated Planners, commonly referred to as Genesys Wealth.