Financial Adviser, Wealth
As a financial adviser, Amy brings to her role strong experience in superannuation, specialising in SMSFs, tax-effective wealth creation, retirement planning, government defined benefits, asset structuring and wealth protection.
Amy places a strong emphasis on building and managing longstanding relationships with clients and ensuring they achieve their long-term objectives. She particularly enjoys working with clients on holistic financial planning, including meeting their families and intergenerational wealth transfer. She focuses on helping clients better understand their position and investments, so they feel empowered to make informed financial decisions.
Amy holds a Bachelor of Finance (majoring in capital markets and management), a Diploma in Financial Planning and is a Certified Financial Planner®.