At Amplify Wealth, our clients take comfort in knowing they’re on track to achieve their financial goals, and that we’re here to support them through every stage of life. We take the time to understand what matters most to you and tailor our advice to suit your unique needs.
Based in Woolooware, in Sydney’s Sutherland Shire, we work with clients locally, across Greater Sydney, and along the East Coast of Australia. Whether you're nearby or further afield, we’d love to connect and talk about your financial future.
Our Team
Tanya Carlson
Financial Adviser/Founder
Tanya founded Amplify Wealth with a vision to stand out from other advice firms. She understands that clients seek more than just investment or superannuation recommendations; they desire bespoke, tailored advice solutions, guidance, and a trusted advisor who comprehends their unique situations and what matters most to them. This is where Amplify Wealth excels.
Tanya works closely with individuals, families, professionals and business owners, addressing their unique concerns and aspirations. By creating an efficient process for managing their finances, she ensures that clients know where their money needs to go and can track their progress. Tanya believes that personalised advice allows her clients to live fulfilling and meaningful lives without worrying about money.
With a Master's degree in Financial Planning and specialist accreditations in self-managed super funds, gearing strategies, and aged care advice, Tanya is both knowledgeable and passionate about learning. Although it took her some time to feel confident with technology, she is now considered an early adopter.
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Tanya is also the host of the Money Mind podcast, a lifestyle podcast with some money mindfulness thrown in for good measure.
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Outside of work, Tanya enjoys living a healthy lifestyle – with a mix of pilates, swimming and getting dragged on walks by her large dog, Freddy. She is married with 3 adult sons all living locally.
Dan Easton
Financial Adviser
Dan has over 15 years of experience in the wealth management industry, beginning his career in equities trading before moving into holistic financial planning. His career spans both multinational institutions and boutique advisory firms, working with a diverse range of clients.
He enjoys seeing the difference that can be made to his clients’ lives through the practical application of ever-evolving rules, regulations and academic research. He knows that fortune favours the patient, with a focus on the long-term outcomes that help his clients live their best lives.
Dan holds several formal qualifications including a Master of Applied Finance and Bachelor of Business (Finance/Economics), three diplomas in various areas of wealth management, and specialist accreditations in self-managed super funds, gearing strategies and aged care advice.
When he's not working, Dan enjoys a full and active life with his wife Josie and their dog Mally. You'll often find them soaking up the sun at the beach, trying out new restaurants, or heading off for a weekend getaway.
Stephanie Lam
Paraplanner
Steph has worked in the financial planning industry since 1997. While originally studying accounting at university, she was drawn to the more people-focused and strategic side of financial advice. After completing her Graduate Diploma of Financial Planning, Steph gained experience in administration, client-facing roles, and advising before finding her niche in paraplanning.
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Today, she works closely with the Advisers at Amplify Wealth to formulate tailored strategies and provide the detailed research and analysis that underpins every piece of advice delivered to clients. Naturally inquisitive and solutions-focused, Steph enjoys the challenge of aligning financial strategies with clients' goals and objectives.
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Outside of work, Steph is a keen traveller. After a few years on pause, travel is back on the cards, this time with her two children, who are eager to explore new places and sample the local cuisines along the way.
You can contact Stephanie on:
Cooper Ellison
Client Services
Cooper holds a Bachelor of Business, majoring in Accounting and Finance, and brings a strong technical foundation to his role at Amplify Wealth. He supports clients throughout their journey, assisting with meeting preparation, conducting research, and managing ongoing reviews.
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Cooper’s thoughtful and methodical approach ensures that every detail is considered, helping clients stay on track and make meaningful progress toward their goals. He finds real satisfaction in seeing the positive impact financial advice can have over time.
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Outside of work, Cooper is passionate about music. Whether he's attending live gigs or relaxing with his guitar, it’s a big part of his downtime.
You can contact Cooper on:
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Jahnica (Nica) Lumauag
Admin Support
Nica plays a key role behind the scenes, ensuring the team is fully prepared for client meetings and reviews. She assists with quotes, liaises with providers, and keeps processes running smoothly so that everything is in place when it’s needed most.
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With nearly five years of experience as a Financial Planning Assistant, Nica is known for being organised, reliable and always ready to help. She takes pride in making things easier for the team and ensuring both clients and advisers feel supported.
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What she enjoys most about her role is the sense of care and connection within the Amplify team, where support goes beyond the work itself.
Outside the office, you’ll find Nica enjoying coffee catchups with friends, spending time with her dogs, or keeping active with boxing. She’s also learning the violin, with the goal of playing at her local church.
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You can contact Jahnica on: