KEY FINANCIAL PLANNERS - Key Persons
Job Titles:
- Director
- Senior Financial Adviser
- Member of the Financial Planning Association
Amanda has over 10 years' experience in the finance industry and brings a wealth of knowledge and experience to our team.
Amanda is passionate about helping clients realise their financial and lifestyle goals through providing holistic comprehensive advice. Having a wealth of knowledge and industry experience, Amanda is well equipped to help clients navigate their way through the complexities of the financial world supporting them all the way along. Her empathetic and friendly approach is complemented by her strong technical skills ensuring clients having a great experience.
Amanda is a member of the Financial Planning Association, and she holds an Advanced Diploma in Financial Planning. Amanda is always looking to extend her knowledge within the finance industry and is currently finishing her Graduate Diploma of Financial Planning.
Amanda grew up in the Riverland then moving to the Barossa where she enjoys spending time with her sons and travelling when she isn't in the office.
Job Titles:
- Managing Director
- Senior Financial Adviser
Anthony provides tailored financial advice to clients across Australia. Anthony has over 25 years of experience in the finance industry and understands the value of planning and focusing on what is important to his clients. Anthony brings empathy, clarity and peace of mind to his clients about their future and supports them through each life stage. Anthony prides himself on providing pro-active and ongoing advice to his clients that is open, transparent and easy to understand, so they have peace of mind about their financial future.
Anthony holds an Advanced Diploma of Financial Planning and is a member of the Financial Planning Association of Australia.
Anthony enjoys a hit of golf (but not very well), travelling and following his sons sporting activities. He also enjoys the odd wine or two with friends and family when he isn't in the office.