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Amanda Horne

Financial Adviser

Amanda Horne Pty Ltd
Melbourne, VIC 3000

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Amanda Horne is an ASIC-registered financial adviser based in Melbourne, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Commerce from Deakin University and holding several key industry qualifications, including ASX ALPA accreditation, an Advanced Diploma in Financial Services, and accreditation as an Aged Care Professional, Amanda brings a wealth of knowledge and experience to her clients. She also holds an EPAdvantage Real Life Estate Plans certification. Amanda is also a member of the SMSF Association, demonstrating her commitment to excellence in self-managed superannuation. Amanda is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions to meet your unique needs. This includes superannuation, insurance, wealth management, and retirement planning. She can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services Amanda offers: • Superannuation advice and SMSF strategies • Comprehensive insurance solutions to protect you and your family • Wealth management and investment strategies • Retirement planning for a secure future • Aged Care Financial planning Ready to take control of your financial future? Contact Amanda today to schedule a consultation and discover how she can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement Planning Superannuation Advice Wealth Management Insurance Solutions Aged Care Financial Planning Investment Strategies SMSF Advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning Estate Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000308200

Verify on ASIC Register

Authorised Representative Number

000319099

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Amanda Horne provide?

Amanda Horne specialises in superannuation advice, insurance solutions, wealth management, retirement planning, and aged care financial planning. She provides tailored strategies to help you achieve your financial goals.

What qualifications does Amanda Horne have?

Amanda holds a Bachelor of Commerce from Deakin University, is an ASX Accredited Listed Product Adviser, has an Advanced Diploma in Financial Services, is an Accredited Aged Care Professional, and holds an EPAdvantage Real Life Estate Plans certification.

What is the process of working with Amanda Horne?

The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Amanda will then develop a personalized financial plan, implement the strategies, and provide ongoing reviews to ensure your plan remains aligned with your evolving needs.

How can Amanda Horne help with my superannuation?

Amanda can provide advice on various superannuation strategies, including contribution strategies, investment options within super, and retirement planning. She also specialises in SMSF advice.

What should I expect during my first meeting with Amanda Horne?

During your first meeting, you can expect to discuss your financial goals, current situation, and any concerns you may have. Amanda will listen carefully and ask questions to gain a comprehensive understanding of your needs. This meeting is an opportunity for you to get to know Amanda and determine if she is the right fit for you.

Get in Touch

Contact Amanda directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.