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Amanda

Amanda Balcombe

Financial Planner

Qualifications

  • CERTIFIED FINANCIAL PLANNER®
  • Advanced Diploma of Financial Services (Financial Planning)

I am passionate about the very high level of service StatePlus provides to our clients, and believe it is superior to any of our competitors.

Amanda has over seven years experience in the finance industry. She was a financial planner with a regional financial planning company before joining StatePlus in 2007.

With the aim of delivering tailored advice, Amanda is a client-focused planner who enjoys developing individual strategies to help ensure her clients feel financially secure in retirement. She is committed to ëplain Englishí explanations to help clients feel comfortable about the financial planning process and the advice given to them.

Amanda was born and raised in Tamworth and comes from an agricultural background. With short stints living in Sydney and Brisbane, she moved back to Tamworth to raise a family and enjoy the country lifestyle. Amanda is married with two children, and enjoys reading and playing tennis competitively.