About us

Who we are

We are based in Cairns. We service clients from all over the state, and are dedicated to helping each of them achieve their goals.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 Cairns 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

Private Client Adviser

Representative of ipac

Private Client Adviser

Representative of ipac

Private Client Adviser

Representative of ipac

Client Adviser

Representative of ipac

Debbie Thomson

Private Client Adviser

Representative of ipac

Bachelor of Commerce
Diploma of Financial Planning
Commissioner for Declarations
Member of the Financial Planning Association of Australia (FPA)

Debbie started with ipac in 1994 and has 15 years experience in the financial services industry and re-joined ipac after extended family leave from 2004 to 2011.  She helps clients navigate the complexity of legislation and implement financial strategies that will work towards reaching a client's lifestyle goals, with a special interest in the retirement sector assisting with Centrelink and Aged Care.

Debbie finds the most rewarding part of the position to be when her clients reach their goals, especially retirement. Over the years she has seen her clients raise their children and retire and has been able to share with clients the journey that is financial planning.  She find's great enjoyment in sharing this experience with clients and seeing the joy on a client's face when they get to call it a day and retire and then the pleasure they get from spending their hard earned dollars.

Debbie's goal is to support her clients in any decision they may need to make in life and act as a sounding board and the voice of reason through their journey.


Joel Little

Private Client Adviser

Representative of ipac

Masters of Financial Planning
Bachelor of Information Technology (Hons)
Member of Financial Planning Association of Australia
Life Risk Specialist ®

Joel has been helping clients with their finances since 2008 and enjoys ensuring that his clients are making the most of what they have. Joel has extensive experience assisting clients of all ages and backgrounds to develop simple solutions to reach their financial and lifestyle goals.

Joel has particular interests in:

  • educating the younger generation about the pitfalls and opportunities of starting their working lives;
  • understanding the psychological and behavioural aspects of financial decisions; and
  • estate planning encompassing more than just a Will.

Joel moved back to Cairns in 2011 to enjoy the tropical lifestyle and provide his family with opportunities that only a regional centre can.

Most people seek the services of a mechanic to ensure that their car runs reliably or plan their wedding because they want a positive outcome. Many people use a tax agent for their tax returns because they don’t understand the system. The same logic applies to financial advice – it provides a reliable and positive financial outcome in a complex world.

Joel's goal is to have fun, keep it simple, enjoy the company of my colleagues and clients while making a difference.


Simon Benson

Private Client Adviser

Representative of ipac

Diploma of Financial Planning

Simon joined ipac in 2008 and has in excess of 20 years experience in the financial services industry with 12 years in Financial Planning and the balance in the rural and commercial lending operations. He enjoys using his diversity of experience to provide comprehensive and practical advice to a wide range of clients in a variety of situations, including families, professionals, small business and rural operations. Simon can assist in all facets of financial planning including wealth creation, wealth protection for families and small business and retirement planning.

Simon is a member of the Financial Planning Association (FPA).

Simon has special interest in building long term relationships with his clients by delivering quality advice and a high level of service. He enjoys helping clients better understand the various aspects of their financial planning needs and the investment and wealth protection strategies recommended in order to meet their objectives.


Sean Ryan

Client Adviser

Representative of ipac

Masters of Applied Finance
Bachelor of Economics
Certified Financial Planner (CFP)
Diploma of Financial Planning
Commissioner for Declarations (Qld)

Sean joined ipac in 2006 and has over 19 years experience in the financial services industry including time as both a financial adviser and stockbroker. Previously Sean was an owner of TFS Financial Planning Cairns before it merged with ipac in 2011.

Sean provides advice in wealth accumulation, wealth protection, implementing tax effective strategies and retirement planning, including within Self-Managed Super Funds. Sean also has extensive experience in providing financial advice to people with special needs due to accident, injury, illness or disability.

Good financial advice can significantly improve people's quality of life both now and in the future. Financial advice can give clients confidence that future plans are achievable and help people clarify what they want and how to achieve it by putting the right strategies and protections in place.

Sean's goal is to focus on his client's unique needs, desires and financial circumstances. With the belief that the best financial advice involves understanding what’s important to you and ensuring your finances support this.

Member of Financial Planning Association of Australia (FPA) since 1997


Associate Adviser

Representative of ipac

Associate

Amanda Wilesmith

Associate Adviser

Representative of ipac

Bachelor of Science (BSc)
Diploma of Financial Planning (Dip FP)
Diploma of Financial Services (Dip FS)
Advanced Diploma of Financial Services (Adv Dip FS)

Amanda has been working in the financial planning industry since 2001 and during this time has worked in a number of support roles including head office operations, compliance and paraplanning. Her solid history has provided her with a wealth of experience to further explore the field as one of our Associate Advisers. As well as assisting a number of advisers in our North Queensland office to formulate strategies for our clients, Amanda also gets the opportunity in this role to interact with clients on a more personal level and often attends client meetings.

Away from work, Amanda is a wife and mother to 3 beautiful children. She and her family love to go boating on the Great Barrier Reef and travelling both domestically and internationally. 

Having completed a science degree majoring in mathematics and psychology, financial planning was a natural pathway to follow. Understanding clients and formulating strategies to help them achieve their goals is a wonderful feeling.

Whilst continuing to help clients achieve their goals Amanda wants to continue to build on her financial planning knowledge by attaining the Masters of Financial Planning.


Kristi Langtree

Associate

Diploma of Financial Planning

Kristi has been working in the financial planning industry since 2007 and during this time has worked in a number of support roles including client services and para-planning. In her current position, Kristi assists a number of advisers in our North Queensland offices to build quality advice for their clients.

Financial advice is about supporting and educating people to help them reach their goals. Kristi knows how important it is to ensure you have the right people helping you navigate your way financially to meet your goals.

Kristi's goal is to continue her studies and continue learning and expanding her skills in the financial planning industry.


Our support team

Client Service Manager

Representative of ipac

Client Relationship Manager

Client Relationship Manager

Client Relationship Manager

Judith Brown

Client Service Manager

Representative of ipac

Bachelor of Commerce
Diploma of Financial Planning

As Client Service Manager at AMP Advice, Judith is responsible for the smooth operation of the business and office including supervision of client service staff and ensuring client service standards are met.

Judith started working in financial services in 1994 and is an active member of the Financial Planning Association Cairns Chapter.

Financial advice provides a pathway for clients in all stages of their lives to achieve their goals be it personal or financial. For me personally financial advice is about achieving financial freedom and choice - to do what you want when you want to.

Judith is having wonderful conversations with clients about how they are living their life and how we have helped them to achieve their goals.


Brenda Hill

Client Relationship Manager

Commissioner of Declarations
Training and Assessing Cert IV
Bachelor of Education (ECE)

Brenda has been in the financial industry since 2007, commencing her initial foray with a Darwin based company as a Client Relationships Manager. After taking a 4.5 year break to raise her son, Brenda returned to the Client Relationship Manager role with ipac in Cairns.

Working part-time gives Brenda the opportunity to spend time with her husband and lively school aged son and to enjoy catching up with her close knit, extended family.

Brenda believes in the intrinsic confidence that comes from having comprehensive financial advice, giving a sense of security through all walks of life.

Brenda's goal is to continue to provide effective and timely administrative services to the growing number of clients seeking advice.


Cassie Allgood

Client Relationship Manager

Currently studying Diploma of Financial Planning
RG146 Superannuation
Diploma of Management
Certificate 3 in business administration
Commissioner for Declarations

Cassie has worked within the financial services industry for 5 year and currently occupies the role of Client Relationship Manager with AMP Advice Cairns. Previous to her financial services experience she has had a diverse career, from running her own business to Human Resources within a 5 star hotel. She started her financial services employment working in a client facing role for a superannuation fund. She brings with her a wealth of understanding and strives to create an exceptional experience for her clients.

Cassie is passionate about helping people to create a better future for themselves and their families.

Cassie endeavours to build her knowledge and skills in Financial Planning, she is currently near completion of the Diploma of Financial Planning, once completed she will continue to the higher level of advanced diploma.


Emalee Anstee

Client Relationship Manager

Diploma of Financial Planning

Emalee has been in the financial industry since 2005, commencing her initial foray with The Rock Building Society in Cairns as a personal banker. It was in September 2005 when she received and opportunity to move into the financial planning business at TFS as a Client Relationship Manager.

In 2008 Emalee took a working holiday to the United Kingdom. Returning to Australia in 2010 she returned to financial planning in a Perth firm before moving back to Cairns in 2011 to her original position at Ipac Cairns (Formally TFS).

In 2015 Emalee moved to a part-time roll after welcoming her son in 2014. Shortly after in 2016 Emalee was again out of the office to welcome her daughter. Returning to the office in 2017 Emalee will be working part-time which will provide her with the work / life balance to enjoy precious moments with her two small children.

Emalee stands firmly behind having financial guidance to assist in reaching specific personal and financial goals.

Emalee strives at providing effective and timely administrative services to the growing number of clients seeking advice.


Client Relationship Manager

Client Relationship Manager

Receptionist

Rebecca Miles

Client Relationship Manager

Certificate III in administration

Rebecca started working with us in 2009 as a full time Client Relationship Manager. Rebecca thrives on having a strong knowledge of all clients and the processes involved in assisting each and every one of the Advisers from Townsville, Cairns and Atherton. Since Rebecca started she married her long term partner and had a baby boy. Rebecca now works on a part time basis so she can dedicate time to her husband and son.

Outside of the office Rebecca loves to take her active son Landon out and about as he loves being outdoors and kept busy.

Rebecca believes that it is necessary for everyone to seek financial advice to help set them up in their lives. Being the youngest in the team she believes that more young people should seek advice to give them direction and help them realise and reach their goals.

Rebecca's goal is to continue to educate herself so she can continue to provide the clients and advisers the best service.


Ruth Snow

Client Relationship Manager

Commissioner of Declaration

Ruth has been a Receptionist for 5 years from 2007-2012 and as a client relationship manager for 4 years from 2012-2016.

Ruth also enjoys metal smithing with jewellery and spending time with her 3 grandchildren.

Ruth has made a leap from being a Property manager to her position as a client relationship manager and sees that having financial advice can benefit clients in achieving their financial goals

Ruth’s goal is to provide a solid level of service to our advisers and clients.


Mahala Gall

Receptionist

Certificate IV in Financial Services

Mahala worked in the financial services industry for 11 years before joining the ipac team in June 2016. Mahala is well organised with extensive experience in administration and client relations, being new to the company Mahala is enjoying the change of pace and learning many new things while offering general office support, reception duties and assisting the adviser's and CRM's.

After hours Mahala enjoys spending time with her family and friends while taking time to try new things.

Mahala feels that educating people about the wiser ways to use their money is extremely important. Not only helping clients to realise and achieve their goals but being able to help improve their quality of life in the future.

Mahala's goal is to maintain a high level of assistance and support to the adviser's and CRM's while continuing to develop her knowledge around financial planning.


Accreditations

Cairns in Cairns is accredited with the highest standards of professionalism and advice. Click on the logos below for more information.