Amelia joined Ord Minnett 20 years ago as a dedicated Private Wealth Adviser, bringing with her a wealth of experience in the finance industry.
Her career includes valuable international exposure and a strong foundation in financial services, having previously worked in the UK in Risk Management for J.P. Morgan and in Corporate Finance at PricewaterhouseCoopers. Amelia’s primary focus is on providing specialised investment advice to private clients in lower tax environments. These include self-managed super funds (SMSFs), private ancillary funds, and charitable foundations.
Amelia leverages her deep understanding of financial markets and regulatory frameworks to develop tailored strategies that align with her clients’ unique circumstances and long-term financial objectives, ensuring a considered and effective approach to wealth management. She also holds a professional membership with the Stockbrokers and Investment Advisers Association (SIAA) and is a Qualified Tax Relevant Provider under ASIC.
.jpg)