Financial Planner Profile

Name: Emmett Wilkinson

Qualifications:Emmett is a CERTIFIED FINANCIAL PLANNER® with 20 years of experience in the financial advice industry. Prior to this Emmett worked for the Australian Taxation Office for 14 years.

He has a breadth of experience in financial planning and can draw upon this when helping you. Emmett has worked for credit unions, several of Australia’s largest industry superannuation funds, chartered accounting firms and he also established and operated his own licensed financial planning practice specialising in Self-Managed Superannuation Funds.

Emmett is an Accredited Aged Care Professional™ who initially became involved in providing aged care advice when helping his mother and several other relatives with the financial considerations of moving to an aged care facility; this provided him with first-hand experience of the range of issues that need to be addressed.

Financial Planning Services:

  • Self-managed Super Fund (SMSF)
  • Tax Planning Strategies
  • Aged Care Advice

  

  • Insurance
  • Estate Planning
  • Investment Strategy