Amy Atkinson Email
Senior Financial Advisor @ Alteris Financial Group
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Amy Atkinson Location
- North Sydney, NSW, AU
Amy Atkinson Work
- 2021 -now Senior Financial Advisor @
- 2016 -2021 Wealth Adviser @ Dixon Advisory
- 2015 -2016 Insurance Advisor @ Dixon Advisory
- 2014 -2015 Financial Analyst @ Dixon Advisory
- 2013 -2014 Financial Analyst - Intern @ Dixon Advisory
- 2012 -2013 Intern @
- 2011 -2011 Intern @
Amy Atkinson Education
- Aged Care Steps
Accredited Aged Care Professional (Financial Planning and Services)
2018-2018 - Financial Planning Association of Australia
CFP® Certification (Financial Planning and Services)
2016-2017 - Kaplan Professional
Diploma of Financial Planning (Financial Planning and Services)
2015-2015 - The Australian National University
Bachelor of Finance (Capital Markets and Management)
2011-2013
Amy Atkinson Skills
- Public Speaking
- Research
- PowerPoint
- Teamwork
- Insurance Planning
- Investments
- Life Insurance
- Social Media
- Wealth Management
- Superannuation
- Event Management
- SMSF
- Portfolio Management
- Retirement Planning
- Management
- Finance
- Financial Planning
- Customer Service
- Investment Strategies
- Hnw
- Self Managed Superannuation Funds Smsf
- Self Managed Superannuation Funds
Amy Atkinson Summary
- Amy Atkinson, based in North Sydney, NSW, AU, is currently a Senior Financial Advisor at Alteris Financial Group. Amy Atkinson brings experience from previous roles at Dixon Advisory. Amy Atkinson holds a 2018 - 2018 Accredited Aged Care Professional in Financial Planning and Services @ Aged Care Steps. With a robust skill set that includes Public Speaking, Research, PowerPoint, Teamwork, Insurance Planning and more. Amy Atkinson has 1 emails on RocketReach.
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