Yvonne Wilson

AMP Advice

Silver
8 Yrs Experience
Docklands, VIC 3008

Recent reviews

AMP Advice

Level 11, 699 Collins St
Docklands, VIC 3008

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 6
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Bachelor of Business (Law)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Licensed by

Awm Services Pty Ltd

AFSL 366121

4.95
6 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"Excellent advisor, very happy with service and financial advise."

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

"The smartest decision I have made financially (ever) was to put myself in Yvonne's capable hands. Yvonne is exceptionally thorough and explains the strategies well. I have recommended her to several people as I feel confident they will receive good customer service and advice."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Yvonne is caring, helpful, approachable and looking after our best interests."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Fantastic. Couldn't be happier with Yvonne's advice and assistance."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Socially Responsible
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Yvonne is responsive and has a friendly and approachable manner which makes it easy for my husband and myself to work with her to achieve our goals. Thanks Yvonne!"

  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"A devoted planner who provides the best possible advise. Totally trustworthy and always goes the extra 'mile' for her customers. I could not speak more highly of her ethically professionalism."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

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

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Integrity Education Group
Completed
2018

Bachelor of Business (Law)

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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