BRINGING FREEDOM TO FINANCIAL ADVISERS

Our mission is simple: We aim to give financial advisers freedom from administration overwhelm.

OUR KEY VALUES

Reliability

Our administration team works collaboratively, ensuring that if one member is unavailable, another can seamlessly step in to maintain continuity and keep your tasks on track.

Confidentiality

We prioritise confidentiality, safeguarding sensitive client information to maintain trust and uphold the highest standards of privacy and compliance.

Efficiency

By optimising workflows and handling tasks promptly, we enhance advisers' productivity, helping them manage their workload more effectively and meet client expectations.

Showing a professional image of Lorna Emery, founder of Emery Executive Services

Hi I’m Lorna,

I started my journey in the finance industry 19 years ago, beginning with a decade in stockbroking at Montagu Stockbrokers and Hartleys (now Euroz Hartleys). While I thrived in the fast-paced world of stockbroking, my passion shifted to Financial Planning, leading me to pursue further studies and earn my Graduate Diploma of Financial Services. After working with firms like Macquarie Bank and Partnership Wealth, life took a turn when my mother was diagnosed with an aggressive brain cancer in 2020. This prompted me to seek flexible, remote work, and through NEIS, I launched Emery Executive Services, fulfilling a lifelong dream.

Establishing an outsourcing administration business has provided me the opportunity to support advisers all over Australia and share with them my extensive knowledge and experience in a client service administrator role. Emery Executive Services is now a team of experienced, professional adviser assistants available on an ongoing or fixed term basis.

Meet Our Team

Our administration team is based in Western Australia but operate across both the Western and Eastern States, ensuring comprehensive coverage of all time zones to seamlessly meet your business needs.

Showing an image of a woman with glasses in an office looking into the camera

Jo

Showing an image of a man in a nice shirt smiling and looking into the camera

Marcel

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Melody

Bronwen

CLIENT TESTIMONIAL

"Lorna's expertise and professionalism have been hugely beneficial to our business. Not only is Lorna highly focused and efficient, she is also extremely personable and it is always a pleasure to work with her."

JULIA VOJKOVIC, 3LINES COMPLIANCE PLATFORM AND COMPLIANCE CO

GET IN TOUCH

Please reach out to us via our contact form or give us a call to discuss your business needs.

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

NEED MORE INFORMATION?

Frequently Asked Questions

  • Absolutely, our team of five are onshore, Australian based and located in Perth.

  • 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.

  • 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.

  • I like to say the only thing we can’t do is make your client a cup of coffee.

  • 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.

  • Simply email contact@emeryexecutiveservices.com.au or contact Lorna on 0421 638 363 to arrange an initial consultation.