Looking for a Financial Adviser in Sydney? Our clients know they are on a path to achieve their financial goals and they take great comfort in this. They also find peace of mind in the knowledge that we are there to support them along the way, through life's journey. We work hard to understand your needs and tailor our service to those needs. Based in Caringbah, Sydney we service the Sutherland Shire and surrounds of Sydney and Greater Sydney.
Tanya Carlson has worked with individuals, families and businesses on a full range of financial planning services. With a passion for superannuation and wealth creation she has helped her clients achieve their goals in the lead up to retirement and managed their assets through their golden years.
Tanya has extensive experience in all areas of personal insurance. This is an area of financial planning she holds strong beliefs in due to an unforeseen disability in her family. Tanya will educate you on the areas of insurance that may be applicable to your needs.
Tanya is also known in the community for assisting clients going through separation and divorce. Seeking financial advice early can provide some peace of mind and clarity during this difficult time.
Our clients love working with Tanya due to her warm and caring nature and her knack for making complex financial matters easily understood.
They take great comfort knowing they are dealing with an expert as Tanya is highly accredited holding a Master of Financial Planning as well as many years’ experience.
Client Services Manager
Julie has been working within the financial planning industry for 21 years in various roles. She is a mum to two children and last year completed her Diploma of Financial Planning. Julie is now keen to continue her studies further. We love her bright personality and can-do attitude! Julie is responsible for preparing plans, research and administration. In her spare time Julie loves to travel, keep fit and spend time with family and friends.
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Stephanie has worked in the financial planning profession for over 20 years’ as a paraplanner. Steph has completed her graduate diploma in Financial Planning and being detailed and inquisitive in nature is suited perfectly to the research and strategy role she provides to our clients. Stephanie is also a busy mum to two young children so she doesn’t get much down time but loves spending time with her beautiful family and on the weekend you will find her in the midst of renovations.
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Cooper has completed a Bachelor of Business majoring in accounting and finance and brings his technical knowledge to life at Amplify Wealth, helping you throughout the advice process. From gathering your information before a meeting, to scheduling reviews and undertaking research, Cooper’s attention to detail ensures you are in safe hands. On the weekend, you will find Cooper at live music events. We hear he is a very talented guitar player also.
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