The Financial Planning Association of Australia The Financial Planning Association of Australia

Amanda Jarosz, CFP®


Name Amanda Jarosz CFP®
Company Momentum Planning Pty Ltd
Address Level 1
1 Albert Street
North Perth, WA 6006
Phone 08 92211955
Website www.momentumplanning.com.au

Amanda is a CERTIFIED FINANCIAL PLANNER® practitioner, winner of the 2013 FPA WA Financial Planner AFP Best Practice Award, and was a finalist in the 2015 FPA CFP Professional of the Year Awards. She has over 17 years experience in the financial services industry and holds a Masters in Applied Finance. Amanda hopes to provide the tools to help her clients build a sound financial base whilst enjoying all that life has to offer along the way.

At Momentum, our team of financial planners, technical paraplanners and our client service officer work with individuals, executives and families to manage their financial affairs, build their long term wealth and balance lifestyle. Our work together is designed to create clarity, insight and partnership so that you are well prepared when it matters most – and you often don’t know when it will matter most.

We are renowned for providing structured, unbiased advice on a fee for service model that delivers true value.

Momentum Planning is recognised as an FPA Professional Practice. The Financial Planning Association (FPA) is Australia’s peak professional body for financial planners. Its Professional Practice accreditation recognises practices of the highest calibre in their local community.

In addition to this professional practice designation, Momentum is very active within the Perth Financial Planning community – participating in University career days, consumer awareness campaigns, media support and FPA chapter events.

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