Meet our Team

Amy Glanvill

Amy Glanvill Financial Adviser, SMSF Expert
Amy is a Financial Adviser at Easdowns Financial Services where she prides herself on providing quality and specialised advice.

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ABOUT ME

Amy is a Financial Adviser at Easdowns Financial Services where she prides herself on providing quality and specialised advice. Amy aims to partner with her clients on their financial journey through understanding and collaboration while providing objective, tailored and quality lifestyle plans. Amy wants her clients to make the most of what they have now while building on that, as well as preparing for the future.

Amy has 20 years experience in both the accounting and finance industry. Amy has extensive knowledge in the area of Self Managed Super Funds and is currently a SMSF Specialist Advisor with the SMSF Association of Australia.

Amy has a real passion for helping people with their personal finances, retirement planning and post retirement lifestyle and she has built many lifelong relationships with her clients since commencing at Easdowns 15 years ago. Amy works very closely with her clients to ensure their financial plan is just right for them and their particular situation.

Amy has 3 boys who keep her very busy in her spare time. Amy enjoys playing sports but these days she tends to spend most of her time watching her 3 boys on the sporting field.

SPECIALIST SKILLS

  • Self Managed Super Funds (SMSF Advice)
  • Retirement strategies
  • Debt and cash-flow management strategies
  • Wealth creation strategies
  • Tax effective asset structuring

QUALIFICATIONS

  • Bachelor of Business (Accounting/Business Management)
  • Diploma of Financial Planning (Financial Planning)
  • SMSF 2: Legal Principles and Strategies
  • SMSF Specialist Adviser with SMSF Association of Australia