Tanya Carlson

Amplify Wealth Management Pty Ltd

Gold
12 Yrs Experience
Woolooware, NSW 2230
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.

Expertise

  • 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 12
  • Highest qualification
    • Master of Financial Planning

Amplify Wealth Management Pty Ltd

7 Fairs Ave
Woolooware, NSW 2230

Opening hours

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

Licensed by

Gps Wealth Ltd

AFSL 254544

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

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5.00

"Tanya has given me advice in areas including loan products, self managed super funds and salary management. Tanya was usually able to explain things to me in a clear way. Through Tanya's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Tanya's full care and attention when I needed it. Just over a year ago I was given unexpected news regarding my health. Tanya ensured that I understood my products and how they would work for me during my recovery period. Her assistance and professional approach during what was an incredibly worrying time meant I could focus on my health and recovery. She goes well above and beyond and I feel extremely well looked after."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tanya provides advice beyond the numbers. She sees her clients holistically, and addresses everything from personal fear, to hurdles and opportunities. She is personable and innately kind, qualities that you don't always find in Financial Advisors."

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

"I was introduced to Tanya a few years ago and the only complaint I've got is that I wasn't introduced to her sooner! Polite, friendly and professional. Tanya's knowledge and experience is fantastic and I'm always confident the advice given is right for our needs. With Tanya's help, I feel that our finances are on the right track to building for our future."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tanya is extremely knowledgeable and has been great in getting us to review our current situation and put some plans in place for the future. I would highly recommend her."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2009

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Certificate IV in Mortgage Broking

Level
4 - Certificate IV
Institution
The National Finance Institute (NFI)
Completed
2015

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2018

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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