Amanda O'Malley | Active Financial Management

Amanda O’Malley

Administration

Amanda is pursuing her Bachelor’s degree in Financial Planning. Amanda has a dual role in administration and assisting clients clarify their financial objectives while developing strategies alongside our advisers. As part of our Advice team she gathers information, assesses clients' circumstances, formulates and tests strategies and co-creates presentations.

Background

Based in the Port Lincoln office, Amanda contributes behind the scenes at Active Financial Management, enriching her financial planning studies with hands-on administrative experience. Her customer service background and practical administrative skills enhance both team functionality and client relations.