Emma McKenzie

Rise Financial Pty Ltd

Bronze

Newly Registered

Monash, ACT 2904

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Emma is based in the Central West of New South Wales and has been working in financial services since 2017. She holds a Graduate Diploma in Financial Planning and is an Associate Member of the SMSF Association, currently working towards her SMSF Specialist Advisor Accreditation. In the future, Emma also intends to complete her Aged Care Specialisation and attain the Certified Financial Planner (CFP) designation.

A dedicated member of the Financial Advice Association Australia (FAAA) since 2021, Emma was honoured as the FAAA 2024 University Student of the Year in recognition of her academic achievements, commitment to the profession, and contributions to the community.

Outside of financial services, Emma is a keen netballer and C-Badged umpire. She also manages/operates the family lamb and crop farm, offering a unique perspective and a broad skill set.

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

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.