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Amy works alongside business owners, families and investors to build wealth, protect what matters most and create lasting legacies. Her technical expertise spans taxation, business structuring, succession planning, trusts, companies and self-managed superannuation: but her real focus is helping clients make confident decisions that improve both their financial position and their quality of life.

Known for taking a whole-of-life approach, Amy looks well beyond the numbers. She considers the commercial, financial and personal impacts of every decision, helping clients navigate growth, succession, acquisitions, asset protection and intergenerational wealth with clarity and purpose. Her advice is proactive, strategic and tailored to each client’s long-term vision.

As a Director at Lumos, Amy is equally passionate about building a business where great people are empowered to do meaningful work. She measures success by businesses strengthened, families supported and futures transformed.

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Whether you need strategic advice or simply want to explore your options, our team is here to help.

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