“I want to know what my client’s dreams are for them, not what they think they should be, and then help make that dream a reality”. With a strong emphasis on individual care, Amy understands that every client is different.
One person’s dream may be to develop an investment portfolio, while the next could be caravanning around Australia.
Working in the financial planning industry since 2009, Amy became an adviser in 2012.
With a background in accounts and payroll, Amy knew numbers were her thing, but it was ‘the people’ that were missing.
Amy loves being able to work with people from all walks of life while helping them navigate the complex world of money. “Knowing you are making a tangible difference in someone’s life is an honour and I’m grateful I get to do this job every day.”
Expertise
My fees
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 16
- First year providing advice 2013
- Years of experience 11
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Highest qualifications
- Graduate Certificate in Financial Planning
- Graduate Diploma of Financial Planning
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Language spoken
- English
Goldsworthy Private Wealth
Level 5, 50-56 Sanders StreetUpper Mount Gravatt, QLD 4122
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Amp Financial Planning Pty Ltd
AFSL 232706