Emma McKenzie

Rise Financial Pty Ltd

Bronze

1 Yr Experience

Canowindra, NSW 2804

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Emma is based in the Central West of New South Wales and has worked in financial services since 2017. She holds a Graduate Diploma in Financial Planning, is an Accredited SMSF Specialist Adviser, and is currently completing her Aged Care Specialisation.

A dedicated member of the Financial Advice Association Australia (FAAA) since 2021, Emma was named the FAAA 2024 University Student of the Year in recognition of her academic excellence, commitment to the profession, and contribution to her community. In 2025, she was also recognised as one of Insiders “40 Under 40 Future Financial Leaders”.

As a member of the Certified Independent Financial Advisers (CIFA) network, Emma is committed to delivering genuinely independent, transparent advice. Her approach is relationship-focused and practical — meeting clients where they are, providing meaningful guidance tailored to their circumstances, and never adopting a sales-driven mindset.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 February 2026

I've been searching for a financial adviser who is aligned with my values and understands my lifestyle for some time now and I have definitely found that with Emma. Living in a regional area and raising a family, she understands my goals and priorities and has helped direct and focus my financial growth.

5.00 September 2025

A great session with Emma. Covered everything I needed at this stage, and I could easily understand the information provided. Emma was well prepared for our session, easy to talk to and in a relatively short space of time I was confident in her knowledge and expertise in the financial matters relevant to me. I would not hesitate to recommend Emma and Rise Financial to anyone.

5.00 August 2025

I had a fantastic experience working with Emma for my recent financial check-up. She took the time to really understand my situation and goals, and explained everything clearly and in a way that made sense to me. I had a lot of questions, and Emma answered every one of them with patience, knowledge, and practical advice. I left our session feeling informed, confident, and positive about my financial plan moving forward. I highly recommend Emma to anyone looking for a financial planner who is both approachable and incredibly knowledgeable.