Amy Lehmann

Consortium Private Wealth

Bronze

2 Yrs Experience

Horsham, VIC 3400

About Amy
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Being in the financial advice industry means I get to assist people from all walks of life, at all stages of their life. I find it rewarding being able to meet with clients and uncover their goals and objectives, hearing amazing stories along the way. Currently, I’m a Financial Adviser at Consortium Private Wealth. In my role, I implement the financial planning process all the way from establishing client goals to implementing strategies, ongoing reviews and portfolio management.

5.00 March 2024

I had a great first meeting with Amy.

She was warm, easy to talk to, and explained concepts in words that made sense to me. She was patient and able to clarify any questions I had regarding taxes, investing, superannuation, budgeting among other things!

I felt assured that she was very knowledgeable in regard to each topic I inquired about and was able to explain them both in depth and simply as needed to facilitate my understanding.

I left the meeting feeling empowered, confident, and informed to make the right choices for myself and supported should I need any reassurance or have any further questions.

I would definitely recommend people to visit Amy if they’re looking to start taking charge of their finances!

5.00 March 2023

My meeting with Amy was great. She had a very welcoming attitude and I felt very comfortable during the meeting. She has great knowledge in this area and tailored her advice to suit my knowledge and my situation. She took the time to make sure I understood all of the advice and I would highly recommend Amy.

5.00 April 2022

Whilst chatting with Amy, she seemed to have a really sound grasp on the share market and was able to list off many different numbers and statistics about many different businesses. This proved to me that she is extremely knowledgable in the field and was able to provide me with great advice on which companies to invest in, and how to go about setting myself up to get involved with shares and how to begin investing my money.

Adviser status Bronze
Rating 5.00
Number of reviews 3
First year providing advice 2022
Years of experience 2
Highest qualifications
- Bachelor of Business (Accounting)
- Bachelor of Business (Financial Planning)
Language spoken
- English