Amy Lehmann

Consortium Private Wealth

3 Yrs Experience
Horsham, VIC 3400

Being in the financial advice industry means I get to assist people from all walks of life, at all stages of their life. I find it rewarding being able to meet with clients and uncover their goals and objectives, hearing amazing stories along the way. Currently, I’m a Financial Adviser at Consortium Private Wealth. In my role, I implement the financial planning process all the way from establishing client goals to implementing strategies, ongoing reviews and portfolio management.

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 3
  • Years of experience 3
  • Highest qualifications
    • Bachelor of Business (Accounting)
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Consortium Private Wealth

24A Darlot Street
Horsham, VIC 3400

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Consortium Private Wealth

AFSL 495401