Financial Adviser
· SYDNEY, NSW
Amy Orme Atkinson
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235897
Amy Orme Atkinson is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Amy is currently authorised under Alteris Financial Group Pty Ltd. Amy 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 CFP Certification Program from FPA. Amy is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Finance
Australian National University
2015
Diploma of Financial Planning
Kaplan Professional
2018
CFP Certification Program
FPA
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
PICCADILLY FINANCIAL SERVICES PTY LTD
DIXON ADVISORY & SUPERANNUATION SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register