Advisor Profile: Amelia Paullo
Amelia Paullo is a Financial Planner at GFM Wealth Advisory.
Amelia joined GFM Wealth Advisory in May 2022 after working for over seven years for a large Australian wealth advisory firm in Melbourne and Canberra. Amelia started her career in the wealth management industry during her last year of university, working part-time as an Investment Analyst. Once she finished university, she rapidly progressed to an Associate and then Adviser role.
For the past five years, Amelia has provided advice to high-net-worth individuals and families, specialising in investment advice and strategic asset allocation primarily for SMSF portfolios. Amelia’s background in the investment field and her extensive experience with retirement planning, wealth creation and risk management provide a solid foundation for her role as a Financial Planner with GFM.
Amelia is a Financial Planner AFP® with the Financial Advice Association Australia (FAAA). She has completed a Bachelor of Business at Monash University, majoring in Economics, Banking and Finance and holds a Diploma of Financial Planning.
Amelia is a member of the GFM Investment Committee, which meets monthly to discuss and monitor all investments on GFM’s Approved Investment List.
Amelia is married to Richard, and they have two young children, Raphy and Alicia. In her spare time, Amelia enjoys keeping fit and running. She also enjoys cooking her native Peruvian food and loves Latin music and dance.
“I am very proud to have joined such a hard-working, smart and caring team here at GFM Wealth Advisory. Since I set foot in the office, I could see that GFM is a firm that cares dearly for its clients, focusing on nurturing long-lasting relationships. Acting freely in their clients’ best interests and delivering the highest possible standard of service is at the core of the firm’s culture. I feel privileged to be part of the GFM family, and I am very excited about what the future holds.”
Amelia Paullo
AFP®, SSA®, GradDipFinPlan, BBus Eco, Bkg & Fin
Financial Planner
SMSF Specialist Advisor™
Authorised Representative No. 1243426
- Bachelor of Business (Economics, Banking & Finance)
- Diploma of Financial Planning
- SMSF Specialist Advisor™
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