Tanya Carlson

Amplify Wealth Management Pty Ltd

14 Yrs Experience
Caringbah, NSW 2229

My purpose is to help improve my client's lives - financially ofcourse, but in all areas. I believe financial advice is actually whole of life advice and it's a great privilege to be a part of their journey.

We provide advice in all areas - retirement planning (suitable for anyone over the age of 45), building wealth, superannuation (one of our favorite strategies) and personal insurance. We also focus on ethical investments for those clients who have strong beliefs in this area. We are passionate about people and planet!

What makes us different? Well its our attitude. Our clients are our family and we commit ourselves to looking after you as a valued member. We work best with people who value this also.


  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

I charge a fixed fee for advice based on your complexity and needs

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2010
  • Years of experience 14
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Amplify Wealth Management Pty Ltd

Suite 3, 155 Denman Ave
Caringbah, NSW 2229

Opening hours

  • 9:00am – 5:00pm Monday – Wednesday, Friday
  • 9:00am – 8:00pm Thursday

Licensed by

Gps Wealth Ltd

AFSL 254544