Clients I'm Seeking:
I'm looking for Singles or Families who require Life Insurance Protection including Term, Total & Permanent Disability, Trauma or Income Protection.
About My Business:
Amanda has been in the Financial Services Industry since 1987 and has been a Financial Planner since 1999. Amanda is a Certified Financial Planner and holds a Diploma of Financial Planning, an Associate Diploma in Business Accounting and is a Senior Associate of the Australian and New Zealand Institute of Insurance and Finance. Amanda is also an Affiliate Member of the Financial Planning Association and a Commissioner for Declarations.
Prior to becoming a Financial Planner in 1999, Amanda worked for 10 ½ years with AMP.
Amanda is authorised to provide advice on the following areas:
• Setting of financial goals
• Guidance on Budgeting
• Savings and wealth creation strategies
• Diversified investment planning
• Superannuation and Pre-Retirement planning
• Retirement planning
• Centrelink planning
• Risk and insurance analysis
• Estate planning considerations
• Salary packaging advice
• Super/Divorce planning
Amanda’s customers are normal, everyday people who decide to act now to lock in their future prosperity.
Amanda’s role is to help her clients create a crystal clear plan for the way they want their future to be, then create, manage and protect their wealth.
Wealth creation and insurance go hand in hand, so a large part of her business is ensuring her clients enjoy peace of mind about their assets, achieved by sourcing the best insurance for their specific needs. This eliminates future risks, and again, she encourages clients to educate themselves about how to get the most from their plan through access to quality benefits, information and support.