Emily has over 10 years’ experience within the financial advice industry, largely focused on complex structures including self-managed superannuation funds, Trusts and Private Companies.

During this time, Emily has gained a keen interest in analysing client positions and developing tailored strategies to deliver solutions and outcomes to meet client needs. Emily's key areas of advice include wealth creation and retirement planning.

Emily has a strong client focus and genuinely enjoys developing new and existing relationships to assist clients through their financial journey.

Outside of work, Emily is a keen foodie, spending weekends in the kitchen or local markets which is complimented with an equal passion for health and wellbeing.

Qualifications:

  • Graduate Certificate of Financial Planning
  • Advanced Diploma of Financial Planning

Memberships:

  • Member of the Financial Planning Association of Australia (FPA)

Contact Info:

Phone: (03) 8627 1771

Email: emily.baggio@spw.com.au