Executive Wealth Adviser
BFin, DipFP, CFP®
Amy Atkinson is an executive wealth adviser who provides both strategic advice and investment advice under the guidance and expertise of Investment Committee.
Amy helps clients understand their financial position, and takes pride in ensuring any advice provided is clear and simple to understand. She endeavours to provide holistic wealth advice that encompasses the comprehensive views of the Investment Committee, but is also tailored and personal to each of her clients. Her areas of expertise include developing portfolio investment strategies, retirement planning, wealth accumulation, superannuation and personal tax effective strategies.
“Creating and reviewing your own financial plan can be a daunting task. I’m passionate about developing solutions in partnership with my clients, all the while keeping them well-informed and confident in their long-term financial position and investments.”
“The value I bring to my client relationships is the ability to have a deep understanding and respect for their personal requirements throughout the advice process. I also believe that with prevailing market volatility, it is important for my clients to be comfortable and understand their investments at a high level”.
Amy has a Bachelor of Finance majoring in capital markets, management and accounting from the Australian National University and a Diploma of Financial Planning from Kaplan. Amy has also attained her Certified Financial Planner® accreditation from the Financial Planning Association of Australia.