Emma McKenzie

Rise Financial Pty Ltd

Silver
1 Yr Experience
Canowindra, NSW 2804

Emma is a Financial Adviser 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, is an SMSF Specialist Adviser™ (SSA®), and has completed her Aged Care Steps Accreditation, supporting her ability to provide informed, holistic advice across a wide range of financial decisions and life stages.

A dedicated member of the Financial Advice Association Australia (FAAA) since 2021, Emma has been fortunate to receive industry recognition for her commitment to financial advice and professional development. This includes being named the FAAA 2024 University Student of the Year, one of Insider’s 40 Under 40 Future Financial Leaders in 2025, and the Women Empowering Wealth Awards Rising Star in 2026.

Emma works with individuals and families at many stages of life, helping them make confident decisions about their financial future. Her areas of advice include retirement planning, wealth accumulation, superannuation and SMSF strategies, aged care entry, personal insurance and estate planning. Known for her clear and practical approach, Emma takes the time to understand what matters to her clients and develop strategies that align their finances with the life they want to live.

Outside of her professional work, Emma is actively involved in her local community, volunteering and umpiring with the Cowra Netball Association and serving as Treasurer of her local preschool board. She values the opportunity to contribute her time and skills to organisations that support local families and the wider community.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 10
  • Years of experience 1
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Rise Financial Pty Ltd

53 Longs Corner Rd
Canowindra, NSW 2804
25 Michell Street
Monash, ACT 2904

Opening hours

  • 9:00am – 7:00pm Monday – Thursday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Rise Financial Pty Ltd

AFSL 311718