
Emily is an Account Manager at CA Financial Services, bringing a strong background in financial planning support, client services, and administration. She is passionate about delivering a seamless client experience and enjoys building strong relationships with clients, ensuring they feel supported and confident throughout their financial journey.
Having worked across a range of advice support and client service roles, Emily has developed extensive knowledge of client administration, implementation of advice, and ongoing service support. She is known for her attention to detail, proactive approach, and commitment to providing exceptional service to both clients and colleagues.
Outside of work, Emily enjoys travelling, spending time with family and friends, and making the most of the outdoors.
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