Emma Oliver

Complete Financial Planning Pty Ltd

Silver
15 Yrs Experience
Midland, WA 6056

Recent reviews

Complete Financial Planning Pty Ltd

29 Spring Park Road
Midland, WA 6056

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

Expertise

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

My fees

I offer a free initial consultation for potential new clients.

We charge Fixed Flat Fees for the initial Fees and then have the option of flat dollar based fees or % based asset fees depending on the clients preference and level of service they would like

Licensed by

Complete Financial Planning Pty Ltd

AFSL 246725

5.00
7 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Emma has been my Adviser for several years, she has helped me prepare for retirement. During that time my life has take some unexpected turns but Emma was there to give good supportive advise and now I'm enjoying a comfortable retirement without stress."

  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Couldn't be better!"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"we find Emma to be very efficient and knowledgeable and are very happy with her advise and support and would be happy to recommend Emma to anyone looking for financial advise"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Emma is always more than happy to assist us with any queries may we have. Her bubbly and friendly personality makes it a pleasure to deal with her. Go Emma!!! Chris 6302"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I have been dealing with Emma for a few years now and are very happy with her, any queries we have are always responded to promptly in terms that we can understand."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Emma is a thoughtful, reliable, knowledgeable advisor whom is very approachable. Emma always explains things to us in a manner which we can understand and communicates with us frequently between appointments."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Emma has always provided professional service. She has explained all strategies and we have every confidence in her ability and feel secure our retirement is in good hands. We can make plans in our life and plan future holidays with confidence. We would highly recommend Emma and all the rest of the team. We feel like part of the family. Sue & Garry"

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2007

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Association of Financial Advisers (AFA)
Completed
2009

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2007

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2009

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Emma's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Emma able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Emma's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Emma to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Emma?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Emma provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Emma may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.