During Emma’s 20+ years of experience in financial markets and wealth management, she has assisted a diverse range of clients - from younger professionals to retirees, not-for-profits to family offices - with personalised and value aligned investment advice. She specialises in providing clear financial advice that is personalised and allows clients to navigate the complexities of financial markets, to better manage and grow their wealth. Emma aims to identify opportunities for clients that deliver positive impacts and a competitive financial performance, while incorporating thematics that are of importance to clients and their families.
Background
Areas of Expertise
Key Services
Financial
Planning
Planning
Investment Advice
& Strategy
& Strategy
Portfolio Construction
& Management
& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
& SMSF
Stockbroking
Retirement
Planning
Planning
Philanthropic
Giving
Giving
Investment & Market Research
Qualifications
- Graduate Diploma in Applied Finance and Investment, Securities Institute of Australia
- Bachelor of Commerce, Adelaide University
Certifications
Areas of Advice
- Asset allocation
- Investment strategies
- Margin lending
- Investment implementation
- Portfolio management
- International investing
- Socially and environmentally responsible investing
- General Investment advice
Office
Adelaide
Level 5 / 100 Pirie St
Adelaide SA 5000
(08) 8203 2500
adelaide@ords.com.au
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Whether it’s the first time you’ve sought advice, or you're looking for a fresh perspective, our advisers will help you gain clarity, confidence and opportunity.
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