Speak With Us Today
Have a question? We're here to help. Feel free to reach out using the contact form on this page, or choose from the options listed below to get in touch.
CONTACT US AT:
CLIENT TESTIMONIAL
Lorna is an irreplaceable asset to our team at ComplianceCo. Lorna's unique combination of technical and compliance skills makes her a highly valued asset, always ensuring production of high quality client deliverables. Lorna is kind, passionate about financial services, and no task is ever too big or small. I highly recommend Lorna and the team at Emery Executive Services, and look forward to our continued relationship well into the future.
ELOISE ARMITAGE, DIRECTOR & CO-FOUNDER - COMPLIANCECO. & 3LINES COMPLIANCE PLATFORM
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.