Adviser
Amber Dawson
Wealth Agency Group
Amber's professional life has always been informed by her personal one. As an Australian who has lived and worked away from home, she understands firsthand the challenges that come with relocating a family abroad: adapting to new cultures, new schools, new ways of working, and the financial decisions those moves quietly demand.
With close family living and working in Hong Kong, Thailand, Germany, and Mongolia, Amber brings a rare global perspective to financial advice. Her clients tend to be Australians whose lives don't fit a domestic only mould: families planning an international move, expatriates already navigating life overseas, and those returning home and making sense of what they've built.
Empathy, adaptability, and practical insight run through all of her work. Her advice is transparent, tailored, and built around lifestyle goals rather than abstract benchmarks. It's designed to give clients confidence wherever life takes them.
Adviser
Lucy Summers
Wealth Agency Group
Lucy has worked in financial services since 1997 and has been a Financial Planner since 2008. She was drawn into advising because she wanted a direct hand in helping people reach what they were working towards. Over more than a decade of advising clients, she built deep, trusted relationships with people who returned to her year after year.
In 2020 she made a deliberate choice to step back from advising clients directly and embed herself alongside other planners as a paraplanner. The role sharpened her technical and compliance expertise and gave her space to think hard about what advice should look like in a profession that was changing fast. She now brings strategic, technical, and meticulously documented depth back to the front line as an adviser at Wealth Agency Group.
Her work is grounded in a genuine interest in each client's situation, in advice that adapts as their needs evolve, and in a quiet insistence that everything she recommends can be proven to be in their best interests.
