Services

Our services include but are not limited to:

Assistance with KYC / Fact Finding

Data entry of Fact Find documents

Superannuation / Insurance / Investment Policy investigations

Advice implementation

Preparation of applications

Corresponding with super fund / insurance providers

Preparing for client reviews

Reporting

Ongoing fee arrangements

General administration support

For enquiries on additional services please Get in touch

Testimonial

"Lorna's expertise and professionalism have been hugely beneficial to our business. Not only is Lorna highly focused and efficient, she is also extremely personable and it is always a pleasure to work with her."
Julia Vojkovic
Co-founder and Director at 3Lines Compliance Platform and Compliance Co

"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. 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 | 2021 Business News 40Under40 Nominee

"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 timely manner. She was a solution for back office at a time when I was between staffing replacement. I highly recommend her services. 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 timely manner. She was a solution for back office at a time when I was between staffing replacement. I highly recommend her services."
Fran Hughes, CFP
Wealth Advisor to Executives, Professionals and Business Owners | Keynote Speaker | Female Financial Wellbeing Advocate | FSPower50 Australia's Most Influential Advisers

"I am very pleased to have engaged Lorna into my business . Her breath of experience and professionalism is outstanding. My capacity has increased to win more work and deliver on our service promise. My clients love her. She understands Advice, Administration and Compliance. A perfect value add to any growing or established financial services team. Feel free to contact me for a reference."
Randall Stout
Principal Advisor at Fitzpatricks Private Wealth