Financial Adviser · CESSNOCK, NSW

Amanda Jane Pollock

14 Years experience

Tax advice
authorised

Currently at

Akumin Financial Planning Pty Limited

Sydney, NSW

View firm profile

ASIC Registered · ADV 000416393

Amanda Jane Pollock is a financial adviser based in Cessnock, New South Wales, with 14 years of experience in the financial services industry. Amanda is currently authorised under Akumin Financial Planning Pty Limited. Amanda holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2011

Diploma of Financial Services (Financial Planning)

International Institute of Technology Pty Ltd (IIT)

2013

Advanced Diploma of Financial Services

International Institute of Technology Pty Ltd (IIT)

2013

Self Managed Superannuation Funds

International Institute of Technology Pty Ltd (IIT)

2015

Certificate IV in Finance and Mortgage Broking

International Institute of Technology Pty Ltd (IIT)

2015

Diploma of Finance and Mortgage Broking Management

International Institute of Technology Pty Ltd (IIT)

2020

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2020

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2021

Master of Financial Planning

Kaplan Higher Education Pty Limited

2024

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2025

Commercial Law

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Apr 2014 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

A.C.N. 133 593 012 PTY LTD

Jan 2012 - Mar 2014 Ceased

Source: ASIC Financial Advisers Register