The Adviser Platform (TAP) has added to its compliance and governance team with the addition of Lyka Burr (Compliance Specialist) and Vincent Zhang (Advisor Support).
Burr has more than five years’ experience in financial services, most recently as a Team Leader Paraplanning, where she managed a team drafting statements of advice and led adviser onboarding and training.
With more than 10 years’ experience in financial services, with roles including claims case manager and compliance analyst, Zhang’s previous role was in the compliance team at one of New Zealand’s largest insurers.
Scott Duncan, TAP’s Head of Compliance and Advice, says Burr and Zhang will play pivotal roles in supporting the firm’s members.
“Their focus includes conducting quality assurance checks, reviewing documents, providing feedback to advisers, addressing compliance queries, and assisting with TAP’s licensing programme,” he says.
“Their extensive experience and deep understanding of regulatory requirements will significantly strengthen our ability to support advisers.”