Amie Baker

Rekab Advice

Silver
13 Yrs Experience
Queens Park, NSW 2033
My mission is to offer guidance and long term guidance to every client whilst seeing to it that the advice I offer ensures secured financial future. I aim to tackle one thing at a time, keeping financial planning simple and easy to understand - it does not have to be complicated nor expensive to get your financial goals on track and heading toward financial independence. I have been a been a Risk Specialist for 9 years and have assisted financial planning firms with their client’s insurance issues over the past 5 years. With my industry knowledge, and outstanding customer service skills you are in safe hands to sort out your and your families personal insurance and financial matters. In 2014 I opened up a service to help families stay on track with their finances with money management mentoring (keeping accountable to your budget) in order to save and plan for their future. I have now opened my business to full scope of financial advice. I am continue to study to keep up my knowledge and I have an extended team of professionals within the Aspire Wealth and Protection team who can also offer assistance where needed.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 2
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Diploma of Financial Planning
  • Language spoken
    • English

Rekab Advice

29 York Road
Queens Park, NSW 2033

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Lifestyle Asset Management Pty Ltd

AFSL 288421

4.95
2 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

Sort by

5.00

"Amie is an amazing person who has always listened to my needs. She pays special attention to detail, and has made my money work for me! Thank you Amie!"

  • Insurance Protection
  • Socially Responsible
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Amie has put us on track with our finances and is extremely good at what she does."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Insurance Protection
  • Socially Responsible
  • Borrowing
  • Growing Assets
  • Budgeting

Qualifications & Training

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2019

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Amie's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Amie able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Amie's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Amie to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Amie?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Amie provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Amie may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Amie Baker
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens

Contact details