Financial Services - WAYVILLE, SA, N/A
Executive Assistant (EA) & Lead Client Relationship Manager
Since we were established in 1978 we have provided financial information to over 10,000 people.The team at AMP Advice Wayville (formerly ipac south australia) have been delivering quality advice to clients since we were founded as Portfolio Planning Services in 1978. In July 2017, the ipac group which is a subsidiary of AMP, acquired 100% of ipac south australia and in 2018 we are excited to progress to our new relationship with AMP by moving to the AMP Advice brand.For the last 40 years, we've been passionately helping our clients explore, plan, track and ultimately realise their goals. We cannot do any of that without a focus on building strong relationships with our clients. We will make sure we listen to your needs and take time to understand your unique set of circumstances. We're transparent about how we work and how we charge, which puts us in good stead to be able to deliver you with advice and solutions tailored to your life, needs and ambitions. Our team of experts is well equipped to help you reach your goals. We have specialists with experience across a range of areas such as tax, insurance, superannuation, cash flow and wealth creation. So, whether you're 18 or 80, and need help with your goals, we have your needs covered.
AMP Advice Wayville is a financial services company located in Wayville, South Australia. With a team of experts who have been delivering quality advice to clients since 1978, the company prides itself on building strong relationships with its clients and providing tailored advice and solutions to help them reach their financial goals. The company's focus on transparency and its client-centric approach have earned it a reputation as a trusted financial advisor in the region. With a team of specialists experienced in various areas such as tax, insurance, superannuation, cash flow, and wealth creation, AMP Advice Wayville is well-equipped to help clients of all ages and financial backgrounds. Whether you're looking to plan for retirement, manage your investments, or simply get your finances in order, the team at AMP Advice Wayville is committed to providing you with the guidance and support you need to achieve your financial objectives.
Since 1978, we have helped over 10,000 people with their financial information. Our team at AMP Advice Wayville (formerly ipac south australia) has been providing quality advice to clients for over 40 years. We were founded as Portfolio Planning Services in 1978 and were acquired by the ipac group, a subsidiary of AMP, in 2017. We are now excited to be a part of the AMP Advice brand. Our team is dedicated to helping clients achieve their goals. We take the time to listen to your needs and understand your unique situation. We are transparent about how we work and how we charge, which allows us to provide you with personalized advice and solutions. Our team of experts has a wide range of experience in areas such as tax, insurance, superannuation, cash flow, and wealth creation. Whether you're 18 or 80, we can help you achieve your financial goals. We are passionate about building strong relationships with our clients and providing them with the best possible advice and support.