Our Team
Amy Harris
Client Services Manager
About
Amy hails from Essex in the UK and moved to Australia at the beginning of 2025. She joined the Montara Wealth team, following a very successful 7-year stint with one of the UK’s best regarded financial planning firms. In her time at Cavendish Ware she worked her way up from a Client Support role to head of Client Services. She was a key driver within their digital innovation team, utilising her expertise in AI, automation, and data analysis to drive the company’s digital transformation initiatives. These initiatives were crucial in assisting Cavendish Ware improve their workflow with both internal staff and clients, something Amy is now tasked with implementing at Montara Wealth.
In her spare time this self-proclaimed Swiftie enjoys a glass of wine with her friends, exploring the coastline of Australia and dinners out with her partner. She has become the spiritual leader of the office through her knowledge, passion and placement of numerous crystals throughout the office!
meet the team
