Amanda Devlin
Financial Adviser
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About
Amanda Devlin is an ASIC-registered financial adviser based in Palm Beach, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Amanda holds a Diploma of Financial Services (Financial Planning) from Kaplan Professional (2008) and a Graduate Diploma of Financial Planning, also from Kaplan Professional (2022). Demonstrating her commitment to ongoing professional development, Amanda also completed RG146 Self-managed Superannuation Funds training with Financial Education Professionals in 2020. Amanda is authorized to provide advice on a range of financial products, including superannuation, insurance, and retirement planning solutions. She provides advice on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities. She offers simple and easy to understand advice. Key services include: • Superannuation advice • Insurance solutions • Retirement planning • Investment strategies • Estate Planning Ready to take control of your financial future? Contact Amanda today for a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Amanda Devlin offer?
Amanda Devlin specializes in superannuation advice, insurance, and retirement planning. She provides advice on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities. She can help you navigate these areas to create a secure financial future.
What qualifications does Amanda Devlin have?
Amanda Devlin holds a Diploma of Financial Services (Financial Planning) and a Graduate Diploma of Financial Planning from Kaplan Professional, as well as RG146 Self-managed Superannuation Funds certification from Financial Education Professionals. She is also an ASIC-registered financial advisor.
How does the financial planning process work with Amanda?
The process typically starts with an initial consultation to understand your financial situation, goals, and risk tolerance. Amanda will then develop a personalized financial plan tailored to your specific needs. Regular reviews and adjustments will ensure your plan remains aligned with your evolving circumstances.
What should I expect during my first meeting with Amanda Devlin?
During your first meeting, Amanda will ask detailed questions about your financial situation, including your assets, liabilities, income, and expenses. She will also discuss your financial goals and risk tolerance. This information will help her develop a comprehensive financial plan that meets your needs.
How can Amanda help me plan for retirement?
Amanda can help you develop a retirement plan that considers your desired lifestyle, income needs, and risk tolerance. She can provide advice on superannuation, investments, and other strategies to help you build a secure retirement nest egg.
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