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 @
- 2015 -2016 Insurance Advisor @
- 2014 -2015 Financial Analyst @
- 2013 -2014 Financial Analyst - Intern @
- 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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Top Alteris Financial Group Employees
Carl Dennis
Chief Risk Officer (CRO)
Sydney, NSW, AU
Kerri Mendl
Managing Adviser - Lifestyle and Care
Brisbane City, QLD, AU
Bronwen Batty
Senior Financial Adviser
Sydney, NSW, AU
Amy Atkinson
Senior Financial Advisor
North Sydney, NSW, AU
Samuel Chandra
Senior Research and Investment Strategist
Sydney, NSW, AU
Piers Durnford
Sales Development Associate
Sydney, NSW, AU
Fiona Slavin
Paraplanning Manager
Sydney, NSW, AU
Cindy J
Technology and Innovation Manager
Brisbane, QLD, AU
Greg O'Reilly
Financial Adviser, Lifestyle and Care
Brisbane City, QLD, AU
Kate Golder
Executive Director and Head of Compliance
Brisbane City, QLD, AU
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