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 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 Erina, 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

Private Client Adviser

John Dani

Private Client Adviser

Certified Financial Planner (CFP®)
Master of Commerce (Financial Planning)
Diploma of Financial Advice

John has specialised in financial advice for the last 23 years. He has fulfilled roles in providing personalised advice to clients, as well as holding senior management roles in the training of financial advisers and the development of financial planning software and investment policies.

John has been sought after for his views on a wide range of financial advice, investment, and retirement issues and has been interviewed by the Sydney Morning Herald, Australian Financial Review and has also made TV appearances on The Sky Business Channel.

Why financial advice?

To John, advice is about helping my clients achieve their goals and to live a fulfilling life. John’s clients come often come to him when something dramatic has occurred in their life, or they feel overwhelmed by the complexity of tax or social security laws. John enjoys being able to make a difference in people’s lives by providing them with understanding and guidance to help them through both the exciting or difficult times in life.   

What's their goal?

Now that John’s children are young adults, his role as their father is to help them discover their goals and to guide them was they work towards achieving them. John enjoys reading, digital illustration and video editing. John also trys to take advantage of the beautiful bushwalks and beaches here on the NSW Central Coast.

  • Member of the Financial Planning Association of Australia (FPA)

Darren O’Neill

Private Client Adviser

Bachelor of Commerce
Advanced Diploma of Financial Planning

Darren has 12 years’ experience in the financial planning sector, including nine years as an adviser.  

Previously he has worked at a number of financial services companies before joining AMP Advice in Newcastle as a Private Client Adviser.  

Why financial advice?

Darren loves to help people. It’s such a rewarding experience to assist clients identify and realise their goals. Sometimes you can make the seemingly impossible possible.

What's their goal?

Darren has started painting the inside of his house and is quite impressed with how ‘fresh’ each room looks when completed. Darren is half way there and is so looking forward to having it all finished.

Darren would like to do some travelling both locally and overseas. Destinations on his bucket list include North Queensland, Uluru and the Kimberley area in Western Australia. Paris, New York and Vietnam are also on the list.


Our support team

Client Relationship Manager

Client Relationship Manager

Carolyn McCarthy

Client Relationship Manager

Carolyn joined AMP Advice Erina, initially as a Receptionist, but she has since taken on additional responsibilities as a Client Relationship Manager working with both advisers and clients on portfolio management.

Carolyn enjoys the regular client interaction that her dual roles encompass and customer care is always at the forefront of her mind. She is also a keen animal welfare advocate and a foster carer for a local animal rescue group.

Why financial advice?

To help customers to own their tomorrow.

What's their goal?

To assist as many customers as possible to live successfully today and be prepared for tomorrow.


Rachael Playle

Client Relationship Manager

Justice of the Peace (JP)

Rachael joined AMP Advice Erina as a receptionist.  Since then, she has progressed to an administrative role dealing with clients and managed funds.  

As a Client Relationship Manager, Rachael works closely with an advisor on the ongoing management of their client portfolios.

Why financial advice?

To me, financial advice is about clients achieving their financial goals and helping them create a new and better future.  Having worked in the industry since 1999 it’s exciting to see life changing results for clients who didn’t think it was possible.

What's their goal?

Family is important to me especially my 2 young children.  Being in this industry has made me realise it’s never too early to start planning for the future.  

I enjoy family holidays, dancing and playing Bingo!


Accreditations

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