About Emily

Emily enjoys working with clients to provide financial security and peace of mind.

She loves working with people from all walks of life and helping them establish a clear financial plan, so they know where they are heading and how life changes can impact their position.

The clients she works with

Emily partners with ambitious hard working professionals looking to make better use of their cashflow and build wealth for the future.  Many of these clients may be experiencing a significant life event such as starting a family, receiving a promotion, buying a property, planning for their children's education, undertaking home renovations, or receiving an inheritance. Often they are seeking to improve upon their current financial position or understand the impact of certain actions upon their future position.

With over 10 years of financial planning experience, Emily has worked with clients to achieve their lifestyle aspirations and has witnessed the value of goals based advice.

She is enthusiastic about guiding young professionals and wealth accumulators through the abundance of information available to put in place a plan that is relevant to their personal circumstances.

Education and experience

Emily holds a Graduate Diploma in Financial Planning and an Advanced Diploma in Financial Planning through Kaplan.

She is authorised to provide advice in retirement planning, superannuation, personal insurance and investments.