Our advice team

Denise Beardsley


Private Client Adviser 
Representative of ipac



CERTIFIED FINANCIAL PLANNER®
Diploma of Financial Planning
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



CERTIFIED FINANCIAL PLANNER®
Diploma of Financial Planning
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. 

Our support team

Nick Amore

Head of Advice South and Client Services 


 

Patrick Malone


Advice Manager, Southern Region



Post Graduate Certificate in Financial Planning
Advanced Diploma in Financial Planning
Diploma in Financial Services

Patrick has worked for a variety of institutions over the past decade, including boutique financial planning firms, the big four banks, industry super funds and large financial planning organisations. In this time, he has gained expertise in a range of different sectors, specialising in financial planning and management. Having first joined AMP in 2014, Patrick has most recently been afforded the opportunity to lead the Private Client Advisers throughout Victoria, ACT and Southern NSW.

Patrick loves working in financial planning. He has been fortunate enough to work across a number of different organisations in a range of roles. Patrick has found that no matter where you work, or in what capacity, the best of us are all trying to achieve the same thing; Place as many Australians as we can in their best possible position.

Patrick’s wife tells him he has three great passions in life: family, work and football. As she knows him better than he knows himself, he’ll have to agree. When he is not at work he is usually carting one of his three children to their various activities or staying true to his passions and watching the Melbourne Football Club or Liverpool in the Premier League.

Elena Harper


Lead Client Relationship Manager



Advanced Diploma of Financial Services (Financial Planning)
Certificate IV Training & Assessment

Elena has been in the financial services industry for almost 30 years with over 20 in financial planning. Elena is an experienced financial services professional having held roles including; Customer Services, Learning & Development and Compliance.

Elena is passionate about every Australian being able to access quality financial advice at the right time in their life to make the most of opportunities and achieve their goals.

Elena enjoys working with advisers, supporting them in the provision of quality advice in a constantly evolving regulatory environment.

In her spare time, Elena is trying to establish a vegetable & herb garden and planning her next holiday.

Sonia Brown


Client Relationship Manager 




Important information

AMP Advice is a registered trademark of AMP Limited, licensed to IPAC Securities Limited (ABN 30 008 587 595, AFS Licence No. 234656). IPAC Securities Ltd is a wholly owned subsidiary of the AMP group.

The information on this webpage is provided by ipac Securities Ltd and contains information that is general in nature only. It does not consider your personal circumstances. It’s important you consider your personal financial situation and needs and read the relevant product disclosure statement or by emailing ampadvice@amp.com.au, before deciding what’s right for you.

If you decide to purchase or vary a financial product, your financial adviser, ipac Securities Limited and other companies within the AMP Group may receive fees and other benefits. You can read the Financial Services Guide online for information about AMP Advice’s products and services, including the fees and other benefits AMP Companies and their representatives may receive in relation to products and services provided to you. You can also ask us for a hard copy.

All information on this website is subject to change without notice.