Certified Practicing Accountant (Fellow)
MBA (Financial Planning)
Registered Tax Agent
Amanda Rogers is a Director of WLM Financial Services. She is passionate about caring for her clients and provides business, tax and financial advice, as well as being responsible for the preparation of financial reports and tax returns. Recently appointed as a member of the Board of Directors for Coast Community Connections, Amanda has a keen interest in applying her business know how to not for profit organisations.
Amanda has extensive accounting, business and taxation experience. She comes to us from Lomax Financial Group, where she was a Director. She has 11+ years in Public Practice, has taught management accounting at Macquarie University and worked as a financial controller for Pilot Software Pty Ltd (now Acuere Pty Ltd) for over 5 years. Amanda is also a registered tax agent. Amanda completed a MBA in 2009 majoring in Financial Planning and was acknowledged by Zonta Group for her high achievements within her course and career.
Amanda’s clients include Doctors, Specialists, Dentists, Wholesalers, Engineers, Architects, Cafes, Share Traders, Start Ups, Property Investors, a Whiskey Distillery, Sophisticated Investors, Journalists, IT consultants, Retirees, Not for Profits - to name a few. She has enjoyed supporting AMSA (Australian Medical Student Association) Council and writing articles, for example, for the ASA (Australian Society of Anaethetists. She also presented cloud accounting at the ADX (Dentist Expo).
Amanda's director responsibilities for WLM include CFO and Management Reporting.
Outside work, Amanda’s interests include Not for Profit support, UTS MBA Womens Networks, spending time with her family, property investing and walking the dogs.