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) | 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.
Her Community Involvements include:
State Committee Member on the Association of Financial Adviser’s (2012 – Current)
Chair of School Board of Glen Forrest Primary School (2017- Current)
Secretary of the Mundaring Toy Library association. (2015 – 2018)
School Banking Volunteer at Glen Forrest Primary School (2015 – 2018)
Vice President of Glen Forrest Community Kindy (2019)