Emma N. is a seasoned professional in financial services and client management with extensive experience across various roles, including Client Services Manager at Alder & Partners Private Wealth Management since July 2023, and previous positions such as Associate Consultant in Governance, Risk & Compliance at CyberCX. Emma has a background in relationship management at Bankwest and Leveraged, where skills in client retention, stakeholder engagement, and compliance were honed. Emma's career spans several financial planning roles, including Associate Financial Adviser at EBM Financial Planning and Administrator/Paraplanner at Globe Financial Planning, demonstrating a strong foundation in strategy implementation and process improvement. Educational qualifications include a Bachelor of Commerce from Curtin University and several financial planning diplomas and certifications from Kaplan Professional.
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