Amanda Griggs

Wellinvest

Gold
14 Yrs Experience
Hornsby, NSW 2077

Recent reviews

Wellinvest

Suite 604, 90 George St
Hornsby, NSW 2077

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Licensed by

Paragem Pty Ltd

AFSL 297276

5.00
3 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

Sort by

5.00

"Very professional and helpful"

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

"Great communication, profitable advice has been given."

  • 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

  • Superannuation
  • Retirement & Pension

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2010

Margin Lending Facilities

Level
0 - Training / Exam / Other
Institution
Financial Education Professionals
Completed
2015

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2019

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2020

Certificate 4

Level
4 - Certificate IV
Institution
Financial Education Professionals
Completed
2018

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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