Amruta Shah

Astonia Private Wealth

Gold
16 Yrs Experience
Baulkham Hills, NSW 2153
Amruta has worked as a trusted Senior Financial Adviser in the banking and finance industry for over 15 years. In that time, she has helped hundreds of clients achieve a better lifestyle and retire with a secure financial future - life goals that many of her clients thought would not have been possible. Amruta is passionate about helping her clients get financially organised. It is vital to bring in families and partners in achieving this. The process she follows is holistic and tailored to the needs of the household. She has often been commended for the empathy she has, the fact that she listens and understands, and the attention to details she exhibits in her work. Her clients are thus assured that their financial affairs are well managed, giving them the peace of mind that is a hallmark of good advice. Amruta’s areas of expertise include Strategic Financial Planning, Superannuation/Self-Managed Super Fund, Pre-Retirement Planning, Retirement Planning, Income & Wealth Protection Strategies, Wealth Building, Investments and Gearing, Debt Reduction, Estate Planning, Tax Planning and Minimisation and Aged Care. She has a bachelors degree in commerce (finance and accounting major) from Macquarie University, is a Certified Financial Planner (with the Financial Planning Association) and a Tax adviser (with the Tax Practitioners Board).

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • 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 3
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Astonia Private Wealth

Level 5 Nexus Building, 4 Columbia Ct
Baulkham Hills, NSW 2153

Licensed by

Gps Wealth Ltd

AFSL 254544

5.00
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"Amruta has been providing financial advice to me for over 5 years. Her expertise is in strategies for portfolio consolidation and diversification, inheritances, downsizing, growing the asset base and risk reduction. Amruta is a professional who listens carefully to her clients' requirements, she has high standards of integrity and extensive experience in financial planning. I commend her to you for your financial planning requirements."

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

"Upon retirement, we sought financial advice and in our search met Amruta Joshi! Amruta is such a blessing to us: her professional and knowledgeable demeanour enhanced by her friendly and sincerely caring personality wowed us over on day 1! Amruta's exceptional management of our portfolio allows us a lifestyle we never thought we would get to enjoy in retirement. Amruta is truly an asset to NAB!"

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Amruta is a great asset to my wife And I. She has helped us live a life in retirement that we didn't know was possible. We would highly recommend her as somone you can trust."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2008

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Macquarie University
Completed
2004

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
ThreeSixty
Completed
2006

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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