As a qualified Financial Planner and an Authorised Representative of Fiducian Financial Services, Amy enjoys assisting clients along with the rest of the experienced professional Fiducian Nowra team, all of whom work towards delivering actual value to their clients.
The Fiducian core values of integrity, trust and expertise are of the highest importance to Amy and the Fiducian Nowra team when assisting and caring for their client’s financial wellbeing.
At Fiducian Nowra we provide a comfortable professional partnership with a wide range of clients and genuinely care for our client’s financial prosperity and will assist you based on advice which is in your best interest.
Amy has worked in various roles within the financial services industry for over 13 years, with over 10 years in the current business. Amy has completed a Diploma of Financial Planning and continues to undertake training to ensure ongoing professional development.
Amy is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products:
- Wealth creation (No gearing)
- Personal superannuation and employee superannuation
- Life risk insurance
- Budget and cash flow planning
- Centrelink and other government benefits
- Aged care assistance
- Estate planning
- Debt management
- Self Managed Superannuation Funds