Representative of ipac
Bachelor of Commerce in Financial Planning and Investment Analysis
Diploma of Share Trading and Investments
Advanced Diploma of Share Trading and Investments
Masters of Financial Planning (near completion)
After having worked in the financial planning industry for 6 years as a Paraplanner at Monitor Money Corporation and AXA Australia, Adam continued to advance his academic knowledge completing a Bachelor of Commerce in Financial Planning and Investment Analysis and later a Diploma of Share Trading and Investments and an Advanced Diploma of Share Trading and Investments. Through this study Adam gained a thorough knowledge of all aspects of the financial planning process. With an ambition and passion to help others achieve their own financial success and freedom Adam is now working as an Associate Advisor for AMP Advice Miami.
When not working in the office, you can catch Adam keeping fit in the pool and continuing to explore his other passions of share trading/investment analysis and music, regularly performing singing for his band and playing guitar.
Inspired by helping others to see their own potential, Adam believes working for AMP will give him the ability to help others shape their own dreams by making the most of their own financial situations.
With a constant drive to continue to grow his wealth of knowledge Adam is now completing his Masters in Financial Planning where he is near completion. Adam wants to continue to apply his financial planning skills to what he sees as an exciting new industry and future.
Representative of ipac
Bachelor of Business, Advanced Diploma of Financial Planning
Currently studying towards Certified Financial Planner
Financial Planning Associate of Australia
Charlene has been working in the banking and financial services industry since finishing university in 2004. Her love for numbers, budgeting and goal setting has led her to financial planning where she is in her element creating detailed financial plans for clients. She loves the technical side of financial planning and being able to strategize the best and most effective way for a client to achieve their goals. Her current role as an Associate Adviser allows her to work closely with experienced advisers to assist clients in doing so.
It is clear to those around Charlene that she is very passionate about what she does. She believes it's not how much you earn, but what you do with what you have. Making measurable realistic goals then working towards those goals through budgeting and savings. Charlene’s mantra is if you fail to plan, you plan to fail. She also believes that building wealth is a long term strategy, it’s not going to happen overnight and it's not going to happen without effort. Accumulating while you’re young is imperative and taking on calculated risks. Budgeting doesn't mean going without, it just means prioritising what is important to you and budgeting accordingly.
Charlene has two young girls who she loves spending quality time with. Her two little princesses are her motivation to keep her career going so she can be a good role model. She believes it is important for women to continue pursuing their dreams and goals whilst being a mother and to have a solid understanding of finances so they are always capable of standing on their own two feet.
In her limited spare time, Charlene and her husband spend time renovating their second home. Prior to having children they loved to travel, especially throughout South-East Asia where they valued eating local cuisine and gaining appreciation for ways of living that differ greatly to our experience in Australia. She is an avid sushi lover, enjoys being active and is happiest spending time outdoors.
Charlene believes that having a basic understanding of how money works is imperative. Financial literacy will lead you to a better quality in life, however, humans are all born with different innate talents and interests and time is limited. In this day and age we have information overload and so much choice available. As such, Charlene believes that listening and following the advice of professionals will allow you to continue to do what you do best. An experienced knowledgeable financial planner will be able to take the stress out of the world of finance for you and will be able to assist you in achieving your financial goals at every stage of life.
Charlene is passionate about building her knowledge around every intricate part of financial planning so she can continue to assist clients in building solid financial plans.
Representative of ipac
Adv Dip FP
Paula has been an Associate Adviser since 2013. Paula took up a role with AMP Advice Miami (formerly known as ipac) in 2016 to focus on retirement clients and ongoing advice.
Paula likes to support clients to make good decisions about their financial wellbeing so they make the most of what they have.
As a new addition to the AMP Advice team, Paula appreciates that the clients are at the centre of our actions and she looks forward to working directly with clients in the future.