TAILORED ADMINISTRATION SERVICES FOR FINANCIAL ADVISERS

We offer flexible support options, including ongoing, fixed-term, and ad hoc services, to meet the unique needs of your business.

Providing administration support to financial advisers in Australia.

Providing administration support to financial advisers in Australia.

HOW WE CAN HELP

Our team of experienced financial planning assistants can help you eliminate the hassle of managing administrative tasks, boost your efficiency, and always maintain a professional standard.

We provide high quality, administration support to advisers.

Our services can be utilised in a variety of ways.

ONGOING SERVICES    ⮕

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 SERVICES    ⮕

Our services can be utilised on a fixed term basis to provide assistance with overflow. This could be 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 SERVICES    ⮕

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.

Our service is perfect for you, if you find yourself dealing with these problems:

  • You’re struggling to keep up with the administrative workload, especially during busy periods or staff shortages, leading to delays and inefficiencies.

  • You require additional administrative help on a flexible, as-needed basis, without the commitment of hiring full-time staff.

  • You are facing difficulties in maintaining consistent processes and ensuring tasks like KYC, fee arrangements, and client reviews are managed effectively.

  • Your support lacks in-depth knowledge or experience in specialised tasks like superannuation, insurance, or investments.

  • You would love to focus more on client relationships and business growth while offloading routine tasks to skilled professionals.

CLIENT TESTIMONIAL

"Lorna's executive services have been second to none. With her depth of experience, she has been able to deliver on administrative, trading, adviser support at a high standard and in a timely manner. She was a solution for back office at a time when I was between staffing replacements. I highly recommend her services."

FRAN HUGHES, CFP, (EX) NEXIA WEALTH

GET IN TOUCH

Whether you’re looking for ongoing support, help in the short term or just need assistance with one project, we have a service that’s right for you.

AN EXAMPLE OF

How Our Service Works

  • Step 1.

    We'll complete the Fact Find process, AML, Superannuation, Insurance & Investment research.

  • Step 2.

    We will upload and manage the client's details using the CRM you currently use such as Xplan, Adviser Logic and Midwinter.

  • Step 3.

    Using the recommendations from your SOA we will pre-populate all the forms required for your meeting.

  • Step 4.

    Once the paperwork is signed, we will submit and manage the application process from start to finish.

  • Step 5.

    We'll update you and the client every step of the way until implementation has been successfully completed.

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.