Executive Wealth Adviser
BFin, DipFP, CFP®
Amy Atkinson has been with the firm since 2013 and is an executive wealth adviser who provides both strategic advice and investment advice.
She has helped a wide variety of clients achieve their financial goals through the provision of tailored solutions. Her areas of expertise include developing portfolio investment strategies, retirement planning, wealth accumulation, superannuation, personal tax effective strategies and advice related to redundancy and insurance.
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.