Amanda Pollock

Vintage Wealth Pty Ltd

Platinum
10 Yrs Experience
Bankstown, NSW 2200
My work & life revolve around my family. From a very young age my parents always encouraged honesty, a good work ethic and determination to achieve our goals. My weekends are a juggling act ensuring everyone in the family meets their team sporting commitments, whether it’s playing, supporting or volunteering. These values have allowed me to achieve a successful career in Banking and now a close working relationship with my clients in the Finance Industry as part of the Vintage Wealth team. I find my relationships with my clients extremely rewarding,  there is greater feeling than seeing them achieve their goals and know that I helped them get there.

Expertise

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 5
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Vintage Wealth Pty Ltd

Suite 4, 80 Kitchener Parade
Bankstown, NSW 2200

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.90
5 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

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4.75

"Amanda has given me advice about retirement, investing and minimizing tax. Amanda was very thorough and where I didn't fully understand something, she went back over it and explained it so that I was confident I understood it. Amanda always makes time available to talk to me when I have an issue. I would recommend Amanda to friends or family needing financial advice."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Amanda lovely young lady she helped us with our super and pension plan and done a great job of explaining everything we needed to know . We would recommend her to anyone that needs help will their financial stuff."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Amanda is very knowledgeable about superannuation strategies and how to maximise investment returns. She is able to clearly articulate financial information in an easy to understand manner and I am very confident in her advice. She is personable and has always come back to me with the information I require in a timely manner. Amanda excels at being an adviser and I look forward to the next few years and reaping the rewards of the advice she has provided."

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

"I found Amanda and her team very helpful in planning for my retirement package, she went through it very thoroughly & and explained in detail the pros and cons. Amanda is very professional in what she does and I would not hesitate to recommend her."

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

"Amanda really takes time to know her clients. She has given me confidence and made me feel secure that my financial goals are well planned. Amanda has been making sure that I understood my portfolio and she clearly explains where my investments are and that they are on track with my needs so that I am at my comfort level. Amanda always been available to answer all my questions."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Client Engagement Skills - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2020

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2021

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2013

Diploma of Finance and Mortgage Broking Management

Level
5 - Diploma
Institution
International Institute of Technology (IIT)
Completed
2015

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner
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