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 Sutherland 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

Private Client Adviser

Representative of ipac

Denise Beardsley

Private Client Adviser

Representative of ipac

Diploma of Financial Planning
Certified Financial Planner
Member of the Financial Planning Association of Australia (FPA)

Denise has more than 25 years experience in Financial Services. She held a number of positions in the investment management industry including 10 years with BT Financial Group before entering the financial planning industry in 2000. Denise has worked as a financial adviser for the past 12 years.

Denise works as a financial adviser because it is a role where all of her skills and experience are fully utilised in helping other people. Denise enjoys the interaction with clients; building long term relationships and helping them monitor and achieve their goals.

Denise is passionate about achieving the best outcomes for her clients and passionate about living an active and rewarding life and making a positive difference to people’s lives.


Kerrie-Lee Lord

Private Client Adviser

Representative of ipac

Diploma of Financial Planning
Certified Financial Planner
Member of Financial Planning Association

Kerrie-Lee has worked in the financial services industry since 1993 and has been a practising financial adviser since 1999, previously with RetireInvest Sutherland, until 2011 when AMP Advice purchased the business.

Kerrie-Lee has extensive experience in superannuation, retirement planning, Centrelink, estate planning, cashflow management, wealth creation and wealth preservation.

Kerrie-Lee enjoys working with and partnering with her clients to help them define and achieve their lifestyle and financial goals through the provision of quality financial advice. She believes that it is all about care and relationships.

Kerrie-Lee's goal is to continue assisting and caring for her clients to make a positive difference in their lives. Outside work, Kerrie-Lee is passionate about her two children and maintaining a happy and comfortable work/life balance. 


Gavin Walkerden

Private Client Adviser

Representative of ipac

Advanced Diploma of Financial services Financial Planning
Certificate Self Managed Superannuation Funds
Certificate Margin Lending
Diploma of Financial Services
Certificate Business Management
Justice of the Peace
Currently Studying Masters of Financial Planning

Gavin is a passionate financial adviser who enjoys sharing his knowledge and guiding his clients through the ever changing economical and legislative landscape.  He enjoys spending the time getting to know his clients which enables him to get a deep understanding of their needs and their aspirations. Gavin’s strengths are his ability to simplify the complex by listen intently and working closely to focus and articulate his client’s goals, then communicating in an easy to understand manner.

Gavin has experience across a range of quality organisations in the banking and financial services industry. He has been a Financial Planner since 2006 and acquired extensive technical knowledge and experience. His advice focuses on strategy to benefit his client’s and take advantage of any opportunities which can benefit them, such as maximizing the superannuation environment to build wealth, use surplus cashflow to save in a tax effective manner, help manage cashflow and capital to achieve lifestyle goals, invest to reduce risk and grow wealth.

Gavin is always by his client’s side through the highs and inevitable lows, and he is always available in a time of need.

Gavin also places high regard in collaborating with other professionals, such as taxation and legal advisers to ensure all aspects of his client’s strategies and structure are correctly integrated.

Gavin is continually learning, adapting to the ever changing economic landscape and improving his education. He is currently completing a Masters of Financial Planning. He is also accredited to provide advice in the area of Self-Managed Superannuation Funds (Kaplan Education) as well as gearing and Margin Lending (Kaplan Education). Gavin is a Justice of the Peace.

To provide his client’s with confidence and peace of mind about their financial future through a client centric approach which deliver realistic and achievable outcomes.

Gavin gets enormous satisfaction helping clients articulate and prioritise their financial goals, develop a personalised financial plan and follow it through to see them live the lifestyle they want to live.


James Bonamy

Private Client Adviser

Representative of ipac

Bachelor of Commerce (Specialising in Finance and Economics)
Diploma of Financial Planning
Certified Financial Planner
Specialist Adviser in SMSF
Memberships and associations
Member of FPA
Member of Self Managed Super Fund Association

James Bonamy has been a financial adviser since 2001 and has worked in the financial services industry for 18 years. While James joined ipac in 2014, he has previously held roles in management along with spending 10 years as a Senior Adviser in a large organisation. He specialised in working with private clients and business owners, particularly with complex financial situations such as investment and insurance structures, large superannuation accounts and Self Managed Super Funds.

Solving his clients financial problems and giving them the knowledge that they are doing the right thing for their financial lives means they can live comfortably, no matter what life's challenges can throw up. This means getting a deep understanding, finding out what is truly important to his clients form the base for the advice that he gives.  James believes financial advice is a team approach, not only with the other experts that he works with, but most importantly with the clients defining what their financial success and comfort looks like. This comes from the years of experience and knowledge that he has gained. 

James goal is to know that the advice he gives as a real and positive impact on people's lives.


Client Adviser

Representative of ipac

Tim D’Astoli

Client Adviser

Representative of ipac

CFP ®
BBus
Adv DipFS(FP)
JP
FPA Member

Tim has worked in financial services since 1999, he enjoys providing clients with confidence and peace of mind when making well informed financial decisions for their future.

Tim is a CERTIFIED FINANCIAL PLANNER® Professional, has an Advanced Diploma of Financial Services (Financial Planning) and a Bachelor of Business (majoring in Financial Planning and Economics) from the University of Technology, Sydney.

Tim helps people build wealth, plan successfully for their future and manage life transitions (such as retirement or change of employment). Assisting a range of people including senior executives, professionals and retirees, Tim also has a special interest in providing financial advice for people with special needs due to accidents, injury, illness and disability.

Tim has always had a personal interest in wealth and investments. He enjoys helping people get peace of mind by making well informed choices to control their financial futures.

Tim’s goal is to help make the complicated simple and ensure that clients are maximising opportunities available to them, not making avoidable mistakes – and doing so with minimal risk.


Our support team

Sydney Client Service Manager

Lead Client Relationship Manager

Client Relationship Manager

Client Relationship Manager

Malcolm Gee

Sydney Client Service Manager

Diploma of Management
Diploma Financial Services (Financial Planning)

Mal has worked in and around financial markets and financial planning for almost 30 years. He manages the team of Private Client Advisers and Associate Advisers in Sydney, Sutherland and Wollongong.

Mal has seen firsthand the benefits advice can bring to clients to help them achieve their goals. Working with a team of professionals who really care about their clients achievements and seeing the advisers grow and develop in their own roles is what excites Mal about working in financial advice.

Aside from spending as much time with his young family as possible, Mal's goal is to halve his current golf handicap. Clearly 2 conflicting priorities that can sometimes be hard to manage.


Michelle Best

Lead Client Relationship Manager

Diploma of Financial Planning

With a background in supporting Mortgage Brokers Michelle was eager to learn something new. In 2008 she joined a National Financial Planning & Stockbroking Firm and found a personal interest in the industry, something she could relate too. Over the years of managing private clients and supporting various financial advisers the opportunity to lead the team she was in became available & Michelle was ready for her next career adventure. 

Michelle is responsible for her household budget and she loves sharing knowledge. She has applied her industry knowledge to her structured home life.  

If I can influence my family the importance of chatting to a financial adviser before pre-retirement age, that is rewarding in itself.

 


Leonie Buchanan

Client Relationship Manager

Leonie has worked in the financial services industry for over 30 years and joined AMP Advice in 2011. She enjoys meeting with and assisting clients.

Leonie’s goal is to continue to provide clients with the exceptional and personal service that they have been receiving from the business over many years. She is keen to keep continuing to develop her financial knowledge to ensure she can continue to meet the ongoing needs of our clients.  Leonie is a very people orientated person and loves a good chat with our clients. She also owns a cute little pug called Chelsea.


Simone Kilham

Client Relationship Manager

Simone has been a Client Relationship Manager assisting Financial Advisers for over 25 years and joined AMP Advice in 2012.  Simone really enjoys the client interaction that comes with this role.

Simone’s goal is to continue to assist her Adviser in providing a high level of attention and commitment to clients to ensure that the client experience and outcomes are delivered. 

Simone enjoys travelling with her family, being part of her book club and music with a passion, especially live concerts!


Receptionist/Administration

Cassandra Tindall

Receptionist/Administration

Cassandra has been working in the financial services industry since 1995. Cassandra has worked in a variety of roles since joining the finance industry including administration support, receptionist, client relationship manager, accounts clerk and executive assistant.

Cassandra has more than 12 years experience in the financial advice industry. Her first role was with Godfrey Pembroke Limited followed then by ipac securities limited and AMP Advice.

Cassandra enjoys working in the financial services environment dealing with clients on a daily basis and assisting with their queries, needs and concerns.  It provides her with the opportunity to enhance her own knowledge of the industry.  Cassandra enjoys coming to work each day as she finds it a challenging and rewarding experience.  And feels lucky she works in a great team environment.   

Cassandra enjoys helping people. She finds satisfactions in the strong relationship she has built with existing clients and enjoys assisting new clients with any questions or concerns they may have. 

Cassandra loves spending quality time with her family outdoors and catching up for coffee with girlfriends.   Her other loves are yoga, pilates and spending time at the beach.