Amy Orme Atkinson
ALTERIS FINANCIAL GROUP PTY LTD · Sydney NSW 2000 · Advising since 2015
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001235897
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- ALTERIS FINANCIAL GROUP PTY LTD · AFSL 402370Since 11 January 2021
- Principal business address
- Sydney NSW 2000
- First year providing advice
- 2015
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed discretionary account (MDA) services
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CEASEDJan 2021 – Jun 2021PICCADILLY FINANCIAL SERVICES PTY LTD · AFSL 414417
- CURRENTJan 2021 – presentALTERIS FINANCIAL GROUP PTY LTD · AFSL 402370
- CEASEDSep 2015 – Jan 2021DIXON ADVISORY & SUPERANNUATION SERVICES PTY LIMITED · AFSL 231143
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Ethics and Professionalism in Financial Advice
Kaplan Professional · 2020 · Bridging Course - Ethics
CFP Certification Program
FPA · 2018 · Professional Designations
Diploma of Financial Planning
Kaplan Professional · 2015 · Diploma (AQF 5)
Bachelor of Finance
Australian National University · 2013 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Amy Orme Atkinson claims the profile.
Reviews
Not yet reviewed
No client has reviewed Amy Orme Atkinson on Souffle yet.
Contacting Amy Orme Atkinson
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
ALTERIS FINANCIAL GROUP PTY LTD · AFSL 402370
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Amy Orme Atkinson claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
For advisers
Is this your profile?
Claim it to add your services, fees and availability — the Souffle team checks every claim against the ASIC register. Souffle is also practice software built for Australian advisers.