Emily Richards

Associate Adviser

Biography

Emily has been working in the financial services industry for over 6 years after obtaining her Bachelor of Business at Federation University in Ballarat. Since finishing uni, Emily has completed her Advanced Diploma in Financial Planning and has gained experience in a number of areas across the financial planning industry with particular expertise in cashflow modelling, retirement planning and personal risk insurance.

Emily enjoys working with a variety of clients, to help them achieve their financial goals. She is passionate about growing long-lasting relationships with her clients, and the feeling of providing her clients with peace of mind in their financial security. Emily believes that no one situation is the same and strives to ensure that the approach taken is tailored to her client and their specific interests.

Born in Ballarat, Emily is passionate about helping the community, particularly growing awareness around mental health and protecting vulnerable communities. Emily is currently completing the Graduate Diploma of Financial Planning and values furthering her professional development.

My speciality

Wealth Management
Office Location
Findex Ballarat
L2, 909 Sturt Street
Ballarat, VIC 3350
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Phone: (03) 5304 5700
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