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, I understand 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, I became an adviser in 2012. With a background in accounts and payroll, I knew numbers were my thing, but it was ‘the people’ that were missing. I wanted a role that involved working with numbers, but with more human interaction than my current role provided me and when I read what Financial Advisers did, it sparked an interest I could not ignore.
I love 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. My own career goals are simple – to stay fresh with industry knowledge in the face of an ever-changing society so that I can continue to help my clients achieve their goals long term.
Amy was very informative and explained everything in a way my husband and I could understand. The end to end process was seamless and we are very happy with the advice provided.
An excellent, friendly, capable and efficient person. Always made us aware of the processes and followed up with clear communication.
Amy has refined my wife and myself superannuation, and created and investment account for spare cash we had in the bank.
Amy gave us aDvice and put a plan into action to transition dot and myself to new income streams
Amy gave us advice on Superannuation / Retirement / Pension. Amy was always professional, focused and has an engaging personality. We were grateful that Amy could support us through the processes with her knowledge and experience.
- Adviser status Gold
- Number of reviews 12
- First year providing advice 2013
- Years of experience 10
- Graduate Diploma of Financial Planning
- Graduate Certificate in Financial Planning
Goldsworthy Private WealthLevel 5, 50-56 Sanders Street
Upper Mount Gravatt, QLD 4122
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Amp Financial Planning Pty Ltd