Hello, my name is Amy and I am Financial Planner and Representative of DMG Financial Planning. I have been with DMG since 2015 and hold a Graduate Diploma in Financial Planning.
I have a young family and am the acting president of the Sale Wellington Toy Library.
My love with finances started with cash flow and budgeting and has developed into a desire to empower others through financial literacy. I am passionate about achieving a balance between enjoying your present life and investing for the future.
A financial planner can assist you with superannuation, investment, and insurance advice however through my experience, I’ve learnt that being a financial planner is more than just talking money. I help my clients navigate life, including the good and bad. Whether it’s a major life change or a tough decision, I can help make sure you are well-informed.
At DMG Financial, we ensure you are on the best financial path, review your current financial position and help pave the way towards your aspirations, while promoting a healthy relationship with money.
In my free time I enjoy experiencing things like visiting new places, bushwalks and eating out.
Expertise
At DMG Financial Planning, our fees are flat dollar fees.
Recent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 4
- First year providing advice 2017
- Years of experience 8
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Dmg Financial Planning
Level 1, 64-66 Foster StSale, VIC 3850
![Dmg Financial Planning logo](https://resources.adviserratings.com.au/practices/dmg-financial-planning-18002333.jpg)
Opening hours
- 8:30am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Dmg Financial Planning
AFSL 238354
![Dmg Financial Planning logo](https://resources.adviserratings.com.au/licensees/dmg-financial-planning-pty-ltd-238354.png)