AMA Financial Services

For over 25 years, AMA Financial Services has worked as a dedicated broker and financial adviser to health and medical professionals around Australia.

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We’re different from the rest because our mortgage brokers, insurance brokers, financial advisers and support staff are not remunerated through commission systems – they work for you – and all the profits get returned to benefit the profession.

Our three financial divisions are AMA Financial Planning, AMA Finance Brokers and AMA Insurance Brokers.

Financial Planning

We work with members to create a financial plan so they can achieve what’s important to them; building a blueprint for the future that helps them to make smart decisions about their money and puts them in control of their financial freedom.

We empower and educate clients along the way so they understand their plan, its intricacies, and how they will achieve it.

Briony Gouldthorp

Briony has over 18 years’ experience in the industry, is a licensed Financial Adviser and qualified CPA, specialising in the provision of comprehensive financial advice and accounting services.

Briony is experienced in meeting the unique needs of the dental professional, working with her clients to create a blueprint to build wealth.

Briony helps dental professionals in addressing their insurance arrangements, to assist with providing real financial security and protection for the plan put in place.

1800 262 346
advice@amafp.com.au
amafinancialplanning.com.au

ADA Member Benefits

Free financial health checks with a licensed Financial Adviser.

Discounts on the development of a comprehensive financial plan.

Access to member only financial seminars & webinars.

Discounted fee for Service Wealth Management packages

AMA Services (WA) Pty Ltd. ABN 47 008 671 458 t/as AMA Financial Planning is an Authorised Representative of Consultum Financial Advisers Pty Ltd. ABN 65 006 373 995 l AFSL 230323 an Australian Financial Services Licensee.

Mortgage Broking

AMA Finance have access to hundreds of loans from a range of Australia’s leading lenders.

We will work closely with members to identify the right loan for their circumstances, undertaking all the leg work, acting on their behalf to negotiate the best outcomes, and making the process as simple and stress free as possible from start to finish.

Racheal Warne

Leading the AMA’s mortgage broking service is Racheal Warne who works closely with our valued clients to identify a loan to meet their needs.

With more than 20 years of banking and finance experience, Racheal’s skill set includes credit analysis and risk, business development and portfolio management, banking operations and mortgage broking.

Racheal has been nominated for 4 industry awards since joining AMA WA in Nov 2020 as the principal mortgage broker. This is testament to her experience and dedication to mortgage broking and her clients.

1800 343 184
info@amafinance.com.au
amafinance.com.au

ADA Member Benefits

AMA Finance Brokers special offer for ADAWA members

For a limited time only! ADA members are eligible to receive up to *$4K refinance cashback on home loans successfully settled between 1 June 2024 and 31 October 2024.

Net loan value up to $750,000 - $1,000,000 receive up to $1,000 cashback.

Net loan value up to $1,000,001 - $1,500,000 receive up to $2,000 cash back.

Net loan value above $1,500,000 receive $4,000 cashback.

*Terms and conditions apply.

A.M.A Recruit International Pty Ltd t/as AMA Finance Brokers ABN 27 113 446 861 Australian Credit License: 389087  MFAA:741657 ACR: 527012

General Insurance

AMA Insurance Brokers understand that time is a precious resource.

We are here to help make life easier for clients.

We understand your profession, we can help you navigate the world of insurance, whether it’s professional, personal or business related.

Kasey Cuff

Kasey is a Senior Insurance Broker helping individuals and businesses find the right insurance coverage for over 20 years. With a deep understanding of the insurance industry and a commitment to providing personalised service, she strives to ensure that her clients have the protection they need in case of unexpected events.

With her expertise and access to a wide network of insurance providers, she is able to offer comprehensive coverage that protects clients’ assets and provides peace of mind. Whether it’s finding the right coverage for a new business venture or helping a family protect their assets, Kasey is dedicated to providing exceptional service and support throughout the insurance process.

1800 262 346
insurance@amainsurance.com.au
amainsurance.com.au

ADA Member Benefits

Access to member only insurance seminars & webinars

AMACIS Pty Ltd trading as AMA Insurance Brokers ABN 40 064 488 106 AFS License No. 235312

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