Your Adviser’s Experience:
Amanda commenced her Financial Planning career in the banking sector in 2016 and during this time, has gained extensive knowledge in the areas of aged care, personal insurance, estate planning, superannuation, and investment advisory services.
Industry Credentials & Education:
Amanda holds a Bachelor of Accounting with Joint Study in Financial Planning, graduating with distinction in 2016 and has been licensed to advise clients since 2017. She subsequently has completed her Graduate Diploma of Financial Planning in 2020 to become FASEA Accredited.
Amanda is a Financial Planner AFP® member of the Financial Advice Association Australia. This certification assures the public that those accredited have met rigorous professional standards and have also agreed to adhere to the principles of integrity, objectivity, competence, fairness, diligence, professionalism, confidentiality, and compliance.
Service & Advice Focus:
Amanda is an energetic and conscientious Financial Planner with a high degree of technical expertise and a genuine interest in her clients’ best interest. She has a special interest in Aged Care advice assisting clients gain financial clarity and peace of mind while navigating the Aged Care System. Amanda is very passionate about building and protecting wealth, staying up to date with financial regulations and guiding clients through life’s important events. As a career adviser, Amanda believes that what we do in financial planning truly matters and has witnessed firsthand the difference it makes in her client’s lives.
