B Com (Economics and Finance)
Emily has over 25 years of Financial Services experience and has been with Financial Choice, a division of Best Interest Advice for 10 years. She has held roles as Account manager for Find My Super, Corporate Super Account Manager for Kelly Services, and more currently Financial Advice -Client Services Manager.
Emily has extensive experience in Superannuation, insurance, Trustee and Compliance Technical Services in Financial Planning with Commonwealth Financial Services and AMP before joining Financial Choice. Emily holds a Bachelor of Commerce, majoring in Economics and Finance from Western Sydney University.
She is passionate about delivering the best Customer Experience and leaving the client completely satisfied with the outcome. Emily manages the onboarding of new clients from account opening, insurance implementation and ongoing reviews. Emily will set up your online brokerage accounts to executing the trades on your investments. She is also the first point of contact for client enquires and continually informed our clients on the progress and status of applications and consolidations of super and contributions.