EXPERT ADMINISTRATION SUPPORT FOR FINANCIAL ADVISERS
We are an Australian-based, online administration service tailored for financial advisers. We provide essential back-office support that helps streamline your business operations.
Are you a financial adviser who is struggling to find the right person to handle your administrative tasks? Are you dealing with staff turnover, or simply overwhelmed by a busy period?
You're not alone. Many businesses get stuck with staffing issues and are unsure how to manage that challenge. That's where Emery Executive Services come in.
Our administration support service is here to step in and provide the reliable, expert assistance you need to keep your business running smoothly.
We are a team of experienced Client Service professionals based here in Australia.
From managing documents and client correspondence to handling superannuation, insurance, and compliance tasks, our services allow you to focus on what truly matters —growing your client base and delivering financial advice. With our flexible, expert team, you can count on us to take care of the day-to-day administration so your business runs efficiently and seamlessly, regardless of workload or location.
Providing administration support to financial advisers in Australia.
Providing administration support to financial advisers in Australia.
Here’s what you can expect when you work with us.
We'll manage the execution of your financial advice, ensuring that every recommendation is properly actioned and followed through.
We’ll manage the complexities of superannuation and insurance processes, from policy administration to claims handling, so you can focus on advising your clients.
We’ll prepare all necessary applications with precision and accuracy, ensuring that they meet compliance requirements and are submitted on time.
Our team will assist in gathering and verifying client information, ensuring all KYC and fact-finding processes are completed efficiently and in line with regulatory standards.
We’ll handle all communications with superannuation and insurance providers, ensuring seamless coordination and timely responses.
Following your processes, we’ll prepare your client review documents.
We’ll manage ongoing and fixed-term fee arrangements, ensuring they are correctly structured, communicated, and processed. We’ll also handle the preparation and management of fee consent forms, ensuring they are completed accurately and on time.
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ONGOING SERVICE
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We'll work with you and your team on an ongoing basis to provide quality, professional administration support.
We integrate with your systems and help to streamline your processes. -
FIXED TERM SERVICE
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Our services can be utilised on a fixed term basis to provide assistance with overflow.
This could occur when a staff member is on leave, or you are looking to recruit a new staff member and need your administration taken care of in the meantime. -
AD HOC SERVICE
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We can work with you on an ad hoc basis when you need the extra support.
This could be for a number of reasons including large FDS mailouts, or during the end of financial year rush.
CLIENT TESTIMONIAL
"I am very pleased to have engaged Lorna into my business. Her breadth of experience and professionalism is outstanding. My capacity has increased to win more work and deliver on our service promise. My clients love her. She understands advice, administration and compliance. A perfect value add to any growing or established financial services team."
RANDALL STOUT, (EX) FITZPATRICKS PRIVATE WEALTH
Our Numbers So Far
9
Financial Advisers partnering with us
100+
Successful advice implementations
5
Team Members
all based in Australia
300+
FDS & Fee Forms
processed
Ready to stop feeling overwhelmed and start feeling in control, organised and achieving your business potential?
It’s time for your business to achieve:
Increased Revenue and Profitability
Improved Efficiency and Operations
Enhanced Team Performance
Clear Administration Vision and Direction
We would love to meet with you to discuss how Emery Executive Services can help your business.
GET IN TOUCH
HI, I’M LORNA,
Owner and Founder of
Emery Executive Services
I started my journey in the finance industry 20 years ago working for a stockbroking firm. It was during this time that I discovered a love for Financial Planning. This led me to further my education and transition into a career that focuses on empowering financial advisers to work smarter, grow their businesses, and create positive client experiences.
Through Emery Executive Services, I’ve built a platform that allows me to share my expertise as a client service administrator. Today, our team of seasoned professionals are ready to support your practice with flexible, ongoing, or fixed-term assistance, ensuring you have the help you need when you need it.
NEED MORE INFORMATION?
Frequently Asked Questions
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Absolutely, our team of five are onshore, Australian based and located in Perth.
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Our team are highly experienced and each have worked as client service managers for many reputable companies such as Macquarie Bank and Hartleys (now called Euroz Hartleys). Lorna has a Graduate Diploma in Financial Planning and Certificate III in Entrepreneurship and New Business.
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We can assist with many tasks such as data entry, completing due diligence of insurance, investments and superannuation policies, responding to client emails, preparing reports, assisting with FDS/fixed term agreements and fee consent forms, implementing advice documents and any other administration task of a client service manager.
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I like to say the only thing we can’t do is make your client a cup of coffee.
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We recommend that you provide us with an email address so when we send emails to your clients it looks and feel like we are sitting right next to you.
Webex can also be set up if you require us to make outbound calls from your phone line. We can be as hands on or as hands off as you require.
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Simply email contact@emeryexecutiveservices.com.au or contact Lorna on 0421 638 363 to arrange an initial consultation.