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Amy Nightingale Email Address

abc@goldsworthyinv.com

Job Title

Financial Planner

Company
Goldsworthy Investments

Goldsworthy Investments provide Financial Planning and Insurance solutions to our clients and their families. We achieve our goals by providing peace of mind to our clients, whilst maintaining the highest level of service, integrity and professionalism. We are a forward thinking team with modern ideas built on a solid traditional foundation. Operating for over forty five years our business thrives on superior customer service, team work and doing all we can for our clients. Goldsworthy Investments Pty Ltd, ACN 079 803 035, is an authorised representative of AMP Financial Planning Pty Limited (Australian Financial Services Licence No. 232706). Goldsworthy Investments Pty Ltd, ACN 079 803 035, is an authorised representative of Resilium Pty Ltd (Australian Financial Services Licence No. 232703).

Bio

I starting working in Financial Planning in 2009 as a Client Services Officer. Not long after starting in my role I realised that I had a passion for Financial Planning and commenced my Diploma of Financial Services (Financial Planning) through Kaplan Professional, which I completed in 2012. I started in my role as a Financial Planner in December of 2012 and in 2014 I was awarded the AMP Financial Planning New Adviser of the Year Award for the Queensland South region. In April 2016, I completed my Graduate Certificate in Financial Planning and in 2019, I completed my Graduate Diploma in Financial Planning. I am dedicated to helping my clients achieve their individual financial goals so they can have the lifestyle they desire and I enjoy working with clients from all life stages. I have worked with young clients at the beginning of their careers, assisting them with budgeting and cash flow management, saving for holidays or house deposits and ensuring they get their most valuable asset insured - themselves! I have also worked with families who need assistance with reducing their debts while trying to fund their children's education and the ongoing costs of raising a family. I work all the way through to clients who need assistance with pre and post-retirement planning, providing them with strategies to help them build their retirement nest egg so they can enjoy the life they desire in retirement.

Last University
Attended Kaplan Professional
Location
Based in Upper Mount Gravatt, Queensland, Australia.

Other people working at Goldsworthy Investments:

Kate GreavesDirector and Manager General Insurance

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