About Amber Simpson

Financial Planner

Amber's financial services experience spans over 20 years, having held positions in lending, paraplanning and Financial Planning for major Australian businesses such as Mortgage House and AMP.

 

She aims to be her clients' trusted financial adviser, to offer them a sounding board for their ideas, to challenge them to achieve their goals, to support them through difficult times, and to celebrate with them. She enjoys solving financial planning challenges, especially helping small business owners and professionals create their financial future.

 

In addition, Amber has a particular interest in empowering women through financial literacy. She also understands the complexity of divorce, borne from personal experience as a member of a blended family.

 

Amber’s professional experience

  • Financial Services industry professional since 2000

  • Financial Planning industry professional since 2007

  • Financial Planner since 2016

  • Associate Member of the Financial Planning Association of Australia

 

Amber's qualifications and accreditations

  • Diploma of Financial Planning - Pinnacle Financial Services Academy

  • Advanced Diploma and Graduate Certificate of Financial Planning - Kaplan Professional

  • Currently undertaking Masters of Financial Planning - Kaplan Professional

  • Continually upgrading technical training

  • RG146 Accreditation held

  • Certificate IV - Mortgage Broking

  • FASEA (The Financial Adviser Standards & Ethics Authority) Subject - Ethics & Professionalism in Financial Advice (Kaplan Professional).

  • FASEA - successful completion and passing of the FASEA exam (a required component of the education standard that all advisers are required to pass by January 2022 to allow them to provide personal financial advice to retail clients in respect of retail financial products.

 

Amber's Compliance Record

Consistent A-Rated compliance record & no professional indemnity or AFCA (Australian Financial Complaints Authority) claims ever lodged.

Amber's interests

When Amber is not studying or working, she enjoys exploring the places geocaching takes her family, including rainforest walks, parks and gardens.

 

Passionate about community engagement, Amber is the Treasurer of Cache QLD; an Association established to host nationally attended events for other Geocachers and is part of the planning committee for a major event in 2021. Prior to her relocation to Brisbane, Amber was President of Kapooka Neighbourhood House for two years.

 

Amber is also a proud defence spouse and following a couple of interstate moves, is proud to call Brisbane home. She resides in her seaside forever home on the Peninsula.

 

To unwind, Amber loves a good true crime podcast and reading the latest Matthew Reilly.

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Amber has been in the financial services industry for over 20 years.

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