I started working in the Finance Industry in 2000 as a Personal Assistant to my Dad Colin, while he was a Financial Planner at Westpac.
I then went off travelling and spent 5 years based in London working as a Tax Consultant. Whilst overseas I commenced studying to become a Financial Planner and has been qualified since August 2007.
I bought into the business with my sister in 2010, and have since had 2 children in 2015 and 2018. So have been enjoying the motherhood journey as well as being able to continue to work and run the business.
I am very passionate about the Advice industry and being able to help clients reach their short, medium and long term goals. Being part of the journey with the clients is very rewarding and am very lucky to have built such good long term relationships with all my clients.
I love to also give back and work within my community. My Community Involvements include:
State Committee Member on the Association of Financial Adviser’s (2012 – 2023)
State Committee Member of the Financial Advice Association Australia (2023 - current)
Chair of School Board of Glen Forrest Primary School (2017- 2021)
Vice President of Glen Forrest Community Kindy (2019 - 2021)
President of Glen Forrest Community Kindy (2023)
Net Set Go Netball Coach - Darlington Destroyers (2022- current)
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
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.
Couldn't be better!
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
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
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.
- Adviser status Gold
- Number of reviews 7
- First year providing advice 2007
- Years of experience 17
- Fellow Chartered Financial Practitioner (FChFP)
- Graduate Diploma of Financial Planning
Complete Financial Planning Pty Ltd29 Spring Park Road
Midland, WA 6056
- 8:30am – 4:00pm Monday – Friday
- In person
- Video call
Complete Financial Planning Pty Ltd