Emma Oliver
Complete Financial Planning Pty Ltd
Recent reviews
Complete Financial Planning Pty Ltd
29 Spring Park RoadMidland, WA 6056
At a glance
-
Adviser status
Silver
- Rating
- Number of reviews 7
- First year providing advice 2007
- Years of experience 15
-
Highest qualification
- Fellow Chartered Financial Practitioner (FChFP)
-
Language spoken
- English
Expertise
My fees
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
Sort by
Beryl, 56 - 65 years, Leschenault, WA
"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
Tony, 65+ years
"Couldn't be better!"
- Government Assistance
- Superannuation
- Retirement & Pension
- Tax Strategies
Fred, 65+ years
"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
John, 56 - 65 years, York, WA
"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"
Tanya, < 35 years
"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
Sarah, < 35 years
"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
Sue, 65+ years, Greenmount, WA
"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
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
- Opinion
- Services
- Comment
- Questions
- Details
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