Amanda’s career in the financial planning industry began over 11 years ago and shortly thereafter she gained the qualification of Diploma of Financial Planning. Amanda joined CBI Financial Planning as a Paraplanner in December 2021 and works closely with Lisa planning out investment strategies, modelling and compiling Statement of Advice Documentation.
Over the years, Amanda has developed a broad range of knowledge and experience including all the administrative functions required to support our clients. Amanda prides herself on a job well done and loves helping clients achieve their goals.