– Amy commenced in the Finance Services Profession in 2001. As a Financial Adviser, Amy’s key focus is to build strong relationships with her clients combining technical and goal setting client skills she has developed over the years to provide a meaningful and tailored client experience.
Amy’s qualifications include:
- Master of Financial Planning
- Graduate Diploma of Applied Finance (Financial Planning)
- Diploma of Financial Services (Financial Planning)
- Accredited Aged Care ProfessionalTM (Aged Care Steps Pty Ltd)
- Justice of the Peace
Jeff Shakespeare & Associates Pty Ltd is authorised to provide advice in the following areas:
- Personal and Corporate Superannuation
- Pre-Retirement Planning & Retirement Planning
- Personal Life Insurance – (Life, Total & Permanent Disablement, Trauma, Income Protection)
- Gearing
- Shares
- Business Life Insurance – (Key Man, Business Expenses, Buy Sell)
- Saving / Investment Plan
- Debt Management
- Estate Planning
- Self-Managed Superannuation Funds (SMSF)
- Aged Care
Please click on the Links below to view the Financial Services Guide and Amy Nosworthy’s Adviser Profile.
