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Amanda Dawson

Key Financial Planners

Silver
9 Yrs Experience
Nuriootpa, SA 5355

I have over 10 years’ experience in the finance industry and brings a wealth of knowledge and experience to Key Financial Planners. Our business model is to educate and empower our clients to financial freedom through goal-based advice. We pride ourselves on tailored solutions that assist our clients through every stage of life to give them peace of mind about their financial future. We value the importance of a trusted relationship built on a foundation of transparency and empathy, with a collaborative approach with other trusted advisers ensuring a positive outcome.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Get in touch

We are happy to discuss this at an inital meeting

At a glance

  • Adviser status Silver
  • First year providing advice 2017
  • Years of experience 9
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Key Financial Planners

23 Railway Terrace
Nuriootpa, SA 5355

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Key Financial Planners

AFSL 492022