Our advice team

James Bonamy


Practice Principal
Client Adviser 
Representative of ipac



CERTIFIED FINANCIAL PLANNER®
Bachelor of Commerce (Specialising in Finance and Economics)
Diploma of Financial Planning

Specialist Adviser in SMSF
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.

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 
Support team


 

Patrick Malone

Advice Manager
Support Team




Sonia Brown


Client Relationship Manager 
Support team




Elena Harper

Private Client Adviser Lead Client Relationship Manager
Support team


 

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, ampadvice@amp.com.au

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 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.