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 meeting with Amy was great. She had a very welcoming attitude and I felt very comfortable during the meeting. She has great knowledge in this area and tailored her advice to suit my knowledge and my situation. She took the time to make sure I understood all of the advice and I would highly recommend Amy.
Whilst chatting with Amy, she seemed to have a really sound grasp on the share market and was able to list off many different numbers and statistics about many different businesses. This proved to me that she is extremely knowledgable in the field and was able to provide me with great advice on which companies to invest in, and how to go about setting myself up to get involved with shares and how to begin investing my money.
- Adviser status Bronze
- Number of reviews 2
- Years of experience 2
- Bachelor of Business (Accounting)
- Bachelor of Business (Financial Planning)
Consortium Private Wealth24A Darlot Street
Horsham, VIC 3400
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Consortium Private Wealth