Client Services Paraplanning
Qualifications: Grad.Dip. FP, BA & Cert III in Business Administration
Emma is our Client Services Paraplanner in our Mackay office, and is also our Compliance Officer. Emma prepares your Statement of Advice and new business paperwork, and implementation and addresses your client queries. Emma prides herself on producing works to the best of your capabilities.
She has worked in the financial services industry since 2007 and holds a Graduate Diploma in Financial Planning, Bachelor of Arts and Certificate III in Business Administration.