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 had her first child, a daughter, Zoe in 2015 and just recently had another child – son Riley in 2018. So has been enjoying the motherhood journey as well as being able to continue to work and run the business.
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.