Our advice team

Daniel Cheung


Private Client Adviser
Representative of ipac Securities Limited


Certified Financial Planning
Graduate Diploma of Applied Finance and Investments
Advanced Diploma of Financial Services
Diploma of Financial Services
Bachelor of Commerce (Economics and Finance)
Ethics and Professionalism in Financial Advice

Professional Memberships / Associations

FPA
Justice of the Peace

Daniel brings 22 years of financial services experience to this role, 12 of which were as a financial adviser. Daniel has a wide variety of industry experience, helping all types of people through quality advice.

His experience covers many areas, including wealth creation, superannuation, income streams, debt management, minimising tax, Centrelink, cashflow and budgeting, estate planning, insurances, savings plans, and investing.

Daniel enjoys being able to positively impact people’s lives through guidance, educate and personal advice. He believes everyone deserves a financial plan for success, and a financial adviser can be pivotal in getting people financially on track (and stay on track) in meeting their personal financial and lifestyle goals.

Outside of the office, Daniel spends a lot of time with his family, entertaining his two children and Pug dog. He also enjoys his sports, following his beloved Liverpool FC and playing tennis and soccer.

“I’m a strong believer in the value of advice, as it changes lives. I have it seen first-hand, working with people to achieve what is really important to them and their families through personalised quality advice.”

Andrew Groat


Private Client Adviser 
Representative of ipac



Master of Financial Planning
Graduate Diploma of Financial Planning
Advanced Diploma of Financial Planning
Justice of the Peace (JP)
Member of the Financial Planning Association of Australia (FPA)

Andrew joined ipac securities (now AMP Advice) in 2016. He has over 8 years’ experience in the financial services industry and obtained his Master of Financial Planning in 2018.

A key driver for Andrew is making the complex simple. Andrew understands that every client is unique, and he enjoys tailoring advice to suit their individual needs. Andrew’s goal is to make a positive difference to his clients by logical, straight forward conversations to ensure even the most complex financial concepts are easy to understand.

Outside of the office, Andrew enjoys keeping fit and staying active. His interests include football, mountain biking and dirt biking.

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.

Nemanja Vico


Private Client Adviser 
Representative of ipac



Bachelors of Commerce, Majoring in Financial Planning
Graduate of the AMP Horizons Academy
Certified Financial Planner Designation (currently studying)
Justice of the Peace
Member of the Financial Planning Association of Australia (FPA)

Nem has been in the financial services industry since 2011. He has a Bachelor of Commerce majoring in Financial Planning and is also a proud graduate from the prestigious AMP Horizons academy.   Nem has been a Member of the Australian Financial Planning Association since 2012 and serves the community as a Justice of the Peace. Currently Nem is furthering his studies to attain his CFP qualification and plans on completing his masters degree.

The most enjoyable part of being an adviser for Nem is having the opportunity to simplify the complexities of his client’s financial situations and building relationships based on the advice he provides. It’s never easy to ask for advice, and the peace of mind Nem gives his clients in regards to their financial future is the reason Nem has chosen a career as a financial adviser.

Nem’s goal has always been to put his clients in the best position possible by utilising the resources at his disposal and technical abilities relating to the financial industry. Nem’s ambition is to provide advice to everyday Australians and with his role at AMP advice he will continue to develop his goal.

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.

Donna McPherson


Concierge


 

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.