Executive Assistant (EA) & Lead Client Relationship Manager at AMP Advice Wayville - WAYVILLE, SA, N/A
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.