Financial Adviser · PALM BEACH, QLD

Amanda Marie Devlin

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000332889

Amanda Marie Devlin is a financial adviser based in Palm Beach, Queensland, with 18 years of experience in the financial services industry. Amanda is currently authorised under Avana Financial Solutions Pty Ltd. 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 Graduate Diploma of Financial Planning from Kaplan Professional.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2008
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2020
RG146 Self-managed Superannuation Funds
Financial Education Professionals
2022
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Jun 2020 - Present Current
MYPLANNER PROFESSIONAL SERVICES PTY LTD
May 2018 - Jun 2020 Ceased
Advice on superannuation excludes self managed superannuation funds.
A.C.N. 140 520 225 PTY LTD
Jul 2014 - May 2018 Ceased
Advice on superannuation excludes self managed superannuation funds.
CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD
Jan 2012 - Jul 2014 Ceased
Sep 2009 - Jan 2012 Ceased

Source: ASIC Financial Advisers Register