About us

Who we are

We have been helping clients with their finances since we were founded as ipac in 1983.  Today we’re backed by the strength of AMP and have offices throughout Australia.

We talk a lot about goals because, to us, financial advice is more than just numbers. It’s about helping people live better lives and reach their potential.

Everyone has goals but getting started on them is often the hardest step. So we’ve made that easy with our innovative goals explorer technology – a fresh way to look at your goals. Once you’re clear about your goals, our financial advisers create a plan to track and help you achieve your goals.

You’re at the centre of every conversation. We’re here to listen and understand what’s important for you. We’re upfront about how we work and our costs, so you’ll never be surprised by extra fees or hidden charges.

Our team of expert advisers includes specialists in investment strategy, super, retirement, insurance, personal injury and redundancy.

We look forward to helping you with your goals.

Our financial planning expertise

Everyone is unique. What’s important to you, and what’s important to someone else are two completely different things. So we spend time understanding what you truly want out of life and we’ll tailor a financial plan to help you achieve it.
Our financial advisers provide financial advice in areas to help you:

  • plan your retirement
  • safeguard your future
  • make the most of super
  • thrive in retirement
  • invest for the long-term
  • transfer wealth to the next generation
  • deal with a life changing event such as divorce or redundancy
  • organise aged care

But as we all know life doesn’t fit into neat little boxes, and doesn’t always go the way we planned. That is why we model a range of scenarios from best case to worst case and help you make the right choices for your unique situation.

Our financial advice goes beyond the technical aspects of investing, super and tax planning – covering the unexpected, the individual, and all the little nuances that make your life different. And, that makes you, you.

Meet our team

At AMP Advice Barton, our team stands out for their commitment to walk the journey with you. We won’t set you off on a journey alone or with unrealistic or unclear goals. Once your priorities are set, we’ll make sure everything is in place for you to meet your goals, and we’ll be there to help as your situation and needs evolve.

Our advice team

Client Adviser

Representative of ipac

Private Client Adviser

Representative of ipac

Private Client Adviser

Representative of ipac

Client Service Manager and Client Adviser

Representative of ipac

Tom Glover

Client Adviser

Representative of ipac

Certified Financial Planner (CFP)
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)

Tom is a Senior Financial Adviser with AMP Advice Barton. He has 30 years of experience in the financial services profession, 22 years of which with AMP Advice Barton and before that worked as an Agency Manager for a major Financial Institution.

Tom enjoys working with busy clients who are serious about making smart choices about their money and who appreciate the value of a robust professional relationship.

Tom also aims to provide clients with the security and peace of mind of knowing that their families and loved ones are protected financially now and in the future.

Why financial advice?

I’ve come to think of many of my clients as an extended family.  I enjoy the camaraderie and trust that’s been developed over many years.  Frankly I can’t imagine a better job!

What’s your goal?

Building relationships to assist people to achieve their long term goals and help people get their financial house in order.


Glenn Worley

Private Client Adviser

Representative of ipac

Diploma of Financial Planning (Dip. FP)
Certified Financial Planner (CFP®)
Financial Planning Association of Australia

Glenn began his career in the financial services industry in 1976 when he joined a major Australian bank.  During the next twenty years within the banking industry Glenn performed in many different roles and geographic locations.  In 1997 he commenced working as a financial planner, gaining experience and qualifications over the subsequent years.

Glenn now holds a Diploma of Financial Planning and have been granted the designation, Certified Financial Planner.   He is experienced in all areas of financial planning including Self Managed Superannuation Funds and the Commonwealth Defined Benefit superannuation schemes. 

Glenn and his wife, Jocelyn, and four children moved to Canberra in 1991.  Canberra is a wonderful city in which to raise and educate a family.  Our children have now grown up and moved on to employment and further education.

Why financial advice?

I have seen many people over the years not taking advantage of the financial opportunities available to them.  It gives me a great deal of pleasure to be employed in a field in which I can improve my client’s financial outcomes.

What’s your goal?

In my spare time I like to ride the trails around the ACT on a mountain bike or go hiking and camping in the mountains.


Michelle Loughhead

Private Client Adviser

Representative of ipac

Advanced Diploma of Financial Services (FP)
Financial Planning Association

Michelle has worked in the financial Services industry since 1994.  Over this time she has gained experience in retail banking and lending and since 2002 has been in the area of financial planning.

Michelle takes the time to understand each client’s lifestyle and financial goals and believes strongly in the value of comprehensive advice supported by ongoing service and monitoring.

Why financial advice?

I feel a strong sense of commitment towards my clients and feel I act as their advocate when it comes to the sometimes confusing world of personal finance.  I love helping people understand and improve their position over time.

What’s your goal?

Away from the office I enjoy spending time with my husband Garry, daughter Ashleigh and close friends.  I have a passion for cooking and enjoy (trying) decorating cakes.


Debbie Turvey

Client Service Manager and Client Adviser

Representative of ipac

Diploma of Financial Planning (Dip. FP)
Certified Financial Planner (CFP®)
Financial Planning Association of Australia

After spending the majority of Debbie’s career years in Sydney, she moved to Canberra in December 2015 and has recently joined this office.

Debbie places a high regard towards communication and enjoy spending time helping clients explore their goals and discuss issues openly so she can build tailored solutions to meet their requirements.  Clearly articulating the benefits and consequences of any recommendations she makes, monitoring progress and adapting to changes in circumstances is vital to building strong relationships with her clients.

‘After hours’ Debbie enjoys spending time with her horses and training in the art of dressage.  Now that she is based in Canberra, it’s great to have the opportunity to spend more time with her family who live on the South Coast.

Why financial advice?

I enjoy helping people and I’ve always had an interest in finance, so combining the two made sense for me!  It’s a great feeling to assist clients plan successfully for their long-term goals and help them navigate various life transitions financially and personally.  

What’s your goal?

To inspire and assist clients to establish a framework around lifestyle and financial


Our support team

Client Relationship Manager

Client Relationship Manager

Client Relationship Manager

Jacob McCudden

Client Relationship Manager

Student Member of the Financial Planning Association

Jacob joined the AMP Advice Barton team as a Client Relationship Manager in early 2016, having previously worked as an Operations Manager in the pharmacy industry for over 5 years.

Jacob primarily assists Tom Glover and his clients by ensuring they receive an outstanding level of service in a professional and friendly manner. He is committed to exceeding client’s expectations to build and maintain relationships for the long-term.

Jacob is currently in the final stages of achieving a Bachelor of Business (Majors in Financial Planning and Accounting). He is very excited to be graduating at the end of the year.

In his spare time, Jacob and his wife Rafaella enjoy relaxing with family and friends. Jacob thoroughly enjoys the world of politics and follows events closely both at home and abroad.

Why financial advice?

“I have always enjoyed the challenge of taking the complex and making it simple. Financial advice not only allows me to do this, but to build meaningful, lifelong relationships in the process.”

What’s your goal?

“I am dedicated to continuing my professional education and development and aspire to be an advisor in the future. I aim to complete the CFP Certification Program and achieve the CFP® designation.”


Ellen Duignan

Client Relationship Manager

Diploma in Business with Computers

Ellen joined us in January 2015 after moving to Canberra from Leitrim on the West Coast of Ireland. She has a wealth of experience in client and customer facing roles both in financial services and in customer service businesses in Ireland.

Why financial advice?

I like to being involved in the process of educating people about their finances and taking them down the path of making a better life for themselves and their families.

What’s your goal?

In my free time I try to keep fit and stay active. I cycle to work regularly braving the Canberra traffic. I also love to cook and spend time with my partner Kevin.


Monica Jia

Client Relationship Manager

Master of Accounting
Master of Business
Diploma of Financial Planning

Monica joined the King team as a Client Relationship Manager in August 2016, having previously worked in the retail banking industry for more than 2 years.

Monica came to Australia to pursue further study after graduating from the Shanghai University of Finance and Economics in China in 2010.  She completed her master’s degree with ANU in late 2012 and Diploma of Financial Planning in early 2016. Monica is passionate about assisting clients achieving their financial goals and building long-term trusted relationship with clients.

Monica is currently working towards completing her Advanced Diploma of Financial Planning and is committed to furthering her technical knowledge and client relationship skills while enjoying her first year in the Financial Planning profession.

Why financial advice?

I enjoy the fact that my knowledge and professional skills can assist people around me achieving better lifestyles. Each client is different which means providing financial services won’t be a repetitive job. I see a bright future in financial planning and the value of financial advisors to every client and their families.

What’s your goal? 

I aim to complete the CFP Certification Program and become a financial advisor in the future.


Accreditations

AMP Advice Barton is accredited with the highest standards of professionalism and advice. Click on the logos below for more information.