Director and Financial Adviser
With over 15 years of experience in finance and raising my 3 boys as a single parent, I have a passion in helping people reach their financial goals. Understanding the pressure of raising a family and being career focused, I know all too well how such an important issue of financial planning can fall by the way side. My approach is simple. I guide and educate my clients so they can gain back control of their finances, make good financial decisions and reach their personal financial goals. I have an uncanny knack of being able to explain complex and technical financial issues in ‘English’. It’s just one of my ‘superpowers’….
As a practitioner member of the Association of Financial Advisers (AFA), Amie Baker, along with her planning associates, are updated on industry and legal issues and are required to undertake continual accreditation, professional development and training. They are also committed to meeting the strict professional standards of conduct as defined in the AFA Code of Ethics and Rules of Professional Conduct. As well as your Financial Planner, you will also have access to a designated Technical Strategist who understands your situation and can provide technical assistance in your adviser’s absence, as well as a Client Administration Manager who assists with all administrative queries and changes along the way.