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Amanda Newman

Financial Adviser

AJN Financial
Tewantin, QLD 4565

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About

Amanda Newman is an ASIC-registered financial adviser based in Tewantin, QLD, dedicated to helping clients achieve their financial goals through tailored advice and comprehensive planning. Amanda's extensive qualifications underpin her commitment to providing high-quality service. She holds a Diploma of Financial Services (Financial Planning), a Graduate Diploma of Financial Planning, and has completed specialized training in taxation planning, margin lending, and self-managed superannuation funds. Amanda is authorized to provide advice on a wide range of financial products, ensuring clients receive well-rounded guidance in areas critical to their financial well-being. This includes superannuation, insurance, wealth management, retirement planning, and various investment products. Key services Amanda offers include: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice Ready to take control of your financial future? Contact Amanda Newman today to schedule a consultation and discover how personalized financial advice can benefit you.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement Planning Strategies Superannuation Optimisation Wealth Accumulation Insurance Solutions Investment Planning

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000449221

Verify on ASIC Register

Authorised Representative Number

000239980

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Amanda Newman offer?

Amanda Newman provides comprehensive financial advice covering superannuation, insurance, wealth management, retirement planning, and investment strategies. She can help you create a personalized plan to achieve your financial goals.

What are Amanda Newman's qualifications?

Amanda holds a Diploma of Financial Services (Financial Planning), a Graduate Diploma of Financial Planning, and has completed specialized training in taxation planning, margin lending, and self-managed superannuation funds.

How does Amanda Newman develop a financial plan for her clients?

Amanda works closely with each client to understand their unique circumstances, financial goals, and risk tolerance. She then develops a customized financial plan that addresses their specific needs and helps them achieve their objectives.

What can I expect during my first meeting with Amanda Newman?

During your initial consultation with Amanda, you can expect a thorough discussion of your financial situation, goals, and concerns. Amanda will explain her approach to financial planning and answer any questions you may have.

Why should I choose Amanda Newman as my financial adviser?

Amanda is committed to providing personalized, ethical, and professional financial advice. Her extensive qualifications and experience, combined with her dedication to client success, make her a trusted partner in helping you achieve your financial goals.

Get in Touch

Contact Amanda directly for personalised advice.

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