As our Junior Associate, Emily is a key point of contact within the business for existing clients during their review process. She’s also passionate about assisting the Advisers in the preparation of strategies and financial plans tailored to new clients of the My Wealth Solutions Community.
Emily graduated from the Queensland University of Technology with a Major in Finance and has since also obtained her Diploma of Financial Planning. She hopes to continue to expand her knowledge base with further study to specialise in SMSFs and retirement planning. Her ultimate goal is to become an Authorised Representative with GPS Wealth and begin advising alongside the directors of MWS.
Emily started with MWS in November 2013 as our front of house client service officer and has continued to progress, gaining exposure to many aspects of the business. Currently, you’ll find her facilitating the ongoing review process of client’s portfolios and personal circumstances, as well as working hard behind the scenes on the preparation of financial plans and strategies.
Life Outside of Work
Outside of work, Emily enjoys days at the beach, spending time with family and friends, café breakfasts and drinking copious amounts of coffee.