Amanda Jarosz

Momentum Planning Pty Ltd

Gold
13 Yrs Experience
North Perth, WA 6006
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Momentum Planning Pty Ltd

Suite 7 Level 1, 1 Albert Street
North Perth, WA 6006

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Momentum Planning Pty Ltd

AFSL 322220

5.00
2 Reviews
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"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"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2014

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Diploma of Financial Services

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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