Emily has been working in the financial planning industry since 2022, beginning her career in Client Services and gaining experience across multiple firms. In 2023, she graduated from the University of Wollongong with a Bachelor of Business (Financial Planning), with distinction. Following her degree, Emily completed her Professional Year and ASIC’s Financial Adviser Exam to become a qualified Financial Adviser.
Emily is now based in the Sydney office, supporting clients with a broad range of financial planning needs, including investments, superannuation, debt management, cash flow and budgeting, and personal insurance. She is passionate about getting to know her clients, understanding what really matters to them, and helping turn their personal and financial goals into a plan they can feel confident about.
Outside of work, Emily enjoys travelling, spending time with family and friends, and keeping active through sport. She has visited 26 countries so far – and counting!
