Amanda is a Certified Financial Planner, winner of the 2013 FPA WA Financial Planner AFP Best Practice Award, and finalist in the 2015 FPA CFP Professional of the Year Awards. As a business, Momentum Planning won the 2016 IFA Excellence Award for Best Client Servicing Company, and the 2017 IFA Excellence Award for Boutique Advice Firm of the Year. Amanda has over 16 years experience in the financial services industry and holds a Masters in Applied Finance, and currently serves on the committee for the Financial Planning Association's WA Chapter. Amanda hopes to provide the tools to help her clients build a sound financial base whilst enjoying all that life has to offer along the way.
Once Pippa had introduced Amanda to us she went about getting to know who we were, what made us tick and more importantly, what we saw as our retirement plan. She then proceeded to structure our pending retirement, the accounts the investments and the estate planning in a completely seamless and professional manner. We are thoroughly satisfied and very pleased to be with Momentum planning, having had a couple of financial advisers give us less than appropriate advice for our needs in the past. Congratulations to Momentum, Amanda and Pippa for a professional and well maintained service. Unreservedly recommended to anyone else looking for proper financial planning advice
Amanda and Pippa have really helped us get a good handle on our financial affairs, looking at both the income and expenses side of things. I've had 4 other financial advisors in the last 20 years and Amanda and the Momentum team are definitely the best.
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2009
- Years of experience 14
- Master of Applied Finance
Momentum Planning Pty LtdSuite 7 Level 1, 1 Albert Street
North Perth, WA 6006
- 8:00am – 5:00pm Monday – Friday
Momentum Planning Pty Ltd