TEAM PROFILE
Emma Oliver
Financial Planner, Director and Proprietor
Emma the second eldest daughter of Colin, joined the company in March 2007. She started working in the Finance Industry in 2000 as a Personal Assistant to Colin, while he was a Financial Planner at Westpac. She spent 5 years based in London working as a Tax Consultant. Whilst overseas she commenced studying to become a Financial Planner and has been qualified since August 2007.
Emma bought into the business with her sister in 2010, and have since had 2 children born in 2015 and 2018. So she has been enjoying the motherhood journey as well as being able to continue to work and run a successful business.
Emma is also very passionate about the Advice industry and being able to help clients reach their short, medium and long term goals. Being part of the journey with the clients is very rewarding and she feels very lucky to have built such good long term relationships with all her clients.
She also spends a lot of time working and volenteering within her community. Her Community Involvements include:
State Committee Member on the Association of Financial Adviser’s (2012 – 2023)
State Committee Member of the Financial Advice Association Australia (2023 – current)
Chair of School Board of Glen Forrest Primary School (2017- 2021)
Vice President of Glen Forrest Community Kindy (2019 – 2021)
President of Glen Forrest Community Kindy (2023)
Netball Coach – Darlington Destroyers (2022- current)
Committee Member of Glen Forrest Primary School 2026
certifications
Financial Planner, Director and Proprietor
Graduate Diploma of Financial Planning
Fellow Chartered Financial Practitioner Accredited
Adviser for Margin Lending and Geared Investments
Accredited Adviser for Self Managed Superannuation Funds
Advanced Diploma of Financial Services (Financial Planning)
Diploma of Financial Services (Financial Planning)
Associate Diploma of Business (Legal Studies)
Community involvement
State Committee Member of the Financial Advice Association Australia (2023 – current)
State Committee Member on the Association of Financial Adviser’s (2012 – 2023)
President of Glen Forrest Community Kindy (2023)
Net Set Go Netball Coach – Darlington Destroyers (2022- current)
Vice President of Glen Forrest Community Kindy (2019 – 2021)
Chair of School Board of Glen Forrest PS (2017- 2021)
Secretary of the Mundaring Toy Library Association (2015 – 2018)
School Banking Volunteer at Glen Forrest PS (2015 – 2018)
Becoming wealthy is not a matter of how much you earn, who your parents are, or what you do… it is a matter of managing your money properly. We can guide you.