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 Townsville 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

Associate Adviser

Representative of ipac

Joseph Coco

Private Client Adviser

Representative of ipac

Bachelor of Business (Financial Management/Management and Entrepreneurship)
Advanced Diploma of Financial Planning

Joseph aims to build strong, long-term relationships with his clients, ensuring they are kept informed and on track to meet their financial objectives. Joseph enjoys assisting a broad range of clients in wealth accumulation, wealth preservation and tax effective strategies particularly for those nearing or in retirement.

His experience within ipac has given him a strong technical grounding, which means he is well placed to provide advice to meet individual needs and circumstances that make a difference. For Joseph, it is all about the journey to offer guidance in achieving greater financial certainty. Joseph enjoys good food and music and in his spare time pursues these passions.


Financial advice assists in building your story of what is important to you and identifies your goals and objectives to plan towards a stress-free financial future. Through education, his clients are empowered in making better financial decisions to achieve their goals with a greater certainty of their financial security.

Joseph's goal is to be a sounding board with all aspects of life and help take out the worry with big decisions so you can enjoy the important things - to live the life you want.


Leanne Steen

Private Client Adviser

Representative of ipac

Advanced Diploma of Financial Services
Commissioner of Declarations

Leanne has over 25 year's experience in the financial services industry. Leanne helps clients by implementing financial strategies that will work towards reaching a client's lifestyle goals. Leanne assists clients in wealth accumulation, wealth protection and tax effective strategies and those clients nearing or in retirement.

Leanne is also an active member of the Financial Planning Association (FPA) and the North Thuringowa Football Club.

Leanne enjoys helping people to identify, manage and achieve their financial goals to live the life they want.

Leanne's goal is to continue to assist people in achieving their lifestyle goals and dreams.


Petrina Rinaldo

Private Client Adviser

Representative of ipac

Diploma of Financial Planning
Certified Financial Planner® Professional

Petrina joined the team in 2012, bringing over 17 year's experience in the financial planning sector in a firm where she was both a director and a shareholder. Petrina is experienced in advising clients with pre-retirement and retirement strategies which deliver the optimal financial outcomes for clients and their superannuation. Regular client meetings and constructive well researched feedback provide her clients with the knowledge base required to have confidence in their financial plans. In her previous role, Petrina was the manager of her company's compliance section and has developed a deep and respected understanding of the demands required to deliver appropriate service and advice. She has always focused on attention to detail and providing clients with the information that they require and has established a reputation amongst her clients as a financial adviser who understands and listens to their concerns.


Brooke Hartley

Associate Adviser

Representative of ipac

Bachelor of Business
Diploma of Financial Planning
Commission for Declarations (QLD)

Brooke has been working within the financial planning industry since 2007 and in this time has worked in a number of different support roles.

Through her current role as an Associate Adviser Brooke enjoys providing advisers with assistance in constructing strategies which allow clients to achieve their financial goals.

Brooke is currently completing studies to obtain an Advanced Diploma of Financial Planning and hopes to attain this qualification by June 2017.     


Our support team

Client Service Manager

Representative of ipac

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


Lissa Victory

Client Relationship Manager

Diploma of Financial Planning

Lissa's work in the financial services industry commenced in Private Banking in 2002 before focusing on the financial planning industry. Lissa was worked in a number of roles, completing her Diploma of Financial Planning along the way, and is currently enjoying working with the Townsville team.

Lissa has a large extended family, spread throughout Australia, and enjoys travelling and catching up with family and friends.

Lissa believes in the holistic approach to financial advice and in the importance of everyone having their own financial goals and in planning for their future.

Lissa's goal is to continue to provide the highest level of service to our clients, assisting them to achieve their goals.


Robyn Taylor

Client Relationship Manager

Robyn's administration experience started in accountancy practices in Cairns in the mid 1980's before moving to Townsville in December 2011.

Robyn enjoys helping people with their finances in retirement and her goal is to continue to enable people to reach their retirement goals.


Accreditations

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