Amy Shay
Financial Adviser
I'm a big believer in enjoying life while you're building it, which is exactly the balance I want for my clients too.
Born and bred in country Victoria, I love a chat and solving problems. I started my career in management accounting after completing a Bachelor of Commerce with a major in Finance and Financial Planning.
After six years in accounting, I found myself drawn to financial planning because it combines everything I enjoy about finance with the opportunity to get to know clients beyond their numbers.
It’s hard to quantify financial confidence, but I believe it’s the most valuable thing we give our clients. It’s knowing the numbers stack up and everything is structured the right way, so they can get on with living, make decisions without second-guessing, and tick off the things they want to do, now and down the track.
I love overseas adventures, camping, being outdoors and spending time with friends and family.
Qualifications
- Bachelor of Commerce (major in Finance and Financial Planning)
There’s something deeply rewarding about helping someone move from feeling uncertain or overwhelmed to having clarity, confidence and a plan they understand.