Brand profile · Financial Services

AMA Financial Planning

AMA Financial Planning runs a Financial Services operation from Nedlands. It is privately held, and its site is amafinancialplanning.com.au. It holds one address on record, all in Australia. Headcount on record is 3. Its work is tagged investment strategies, estate planning and financial planning. The record links ten similar brands, most of them in Financial Services.

Profile live Privately Held Founded 1997 1 office country

Key facts

Counted staff
3
self-reported 2–10 band
Founded
1997
29 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Use this profile Compare Your shortlist

Description

AMA Financial Planning is a division of AMA Financial Services, the financial division of the Australian Medical Association (WA). We offer personalised financial advice to help medical professionals build, manage, and protect their wealth. From superannuation and investment strategies to retirement and estate planning, our qualified advisers work with you to achieve your financial goals with clarity and confidence.

Specialties

All 14 specialties
  • financial planning
  • Wealth Creation
  • Debt Management
  • Superannuation
  • Retirement Planning
  • Wealth Protection
  • Investment Strategies
  • Estate Planning
  • Income Insurance
  • Trauma Insurance
  • Business Insurance
  • TPD Insurance
  • Term Life Insurance
  • Risk minimisation strategies

Related specialties

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country. Codes: AU.1 countryAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1

All codes: AU

Addresses

  • 12 Stirling Hwy; Nedlands, 6009, au

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

3 employee profiles on record · names withheld.

Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.

Names are withheld until a consented source exists.

Notify me about contacts Tell us who you need to reach and we will tell you when a consented source is live.

FAQ

How many people work at AMA Financial Planning?

3 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does AMA Financial Planning have offices?

One address on record, Australia only.

Has AMA Financial Planning raised funding?

None linked to this brand.

What does AMA Financial Planning list as its specialties?

14 tags on the brand's own list, among them investment strategies, estate planning and financial planning.

Which companies are listed alongside AMA Financial Planning?

12 profiles list AMA Financial Planning as a peer — 90th percentile in Financial Services. It lists ten peers of its own. AMA Finance Brokers and Yield Financial Planning list it back.

What is AMA Financial Planning's website?