Centric Wealth

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Emma van Miltenburg

    

Experience 
Having worked in the financial services industry for over 15 years, Emma has acquired diverse experience and strong technical capabilities spanning across the many facets of this continually evolving sector.  

Prior to joining Centric Wealth, Emma built a highly loyal and satisfied client base within a successful and niche boutique advisory firm.  Emma prides herself in taking the time to understand what’s both troubling and important to her clients, ensuring she has a detailed handle of all the critical issues before developing the appropriate financial and life strategies to bring the comfort and certainty that’s needed. This carefully considered approach, combined with her ability to deliver advice in a clear, concise and confident manner means she soon becomes their ‘trusted adviser’ and also frees her clients up to spend more time enjoying the finer and enjoyable things in life.

Emma firmly believes that there is value to be created for every client.  In an environment that is constantly subject to regularity change, media hype, hearsay and increasing complexity, Emma finds the prevalence of clients ‘not knowing what they don’t know’ or similarly ‘not knowing what or who to believe anymore’ is on the rise. It is in this world that Emma sees the role of Financial Adviser as needing to deliver solutions that make clients’ lives clearer, simpler, more peaceful and more certain as this is where value is both measurable and invaluable.

Building long-term relationships and working together with her clients (and their family members and other advisers) to regularly update for their circumstances has proven to be the key success in building her loyal client base. It provides a discipline and blue print for her clients to keep moving forward - regardless of their life phase - to achieve their short, medium and long-term goals.            

Educational qualifications and Professional Memberships 

  • CERTIFIED FINANCIAL PLANNER® professional
  • Diploma of Financial Planning
  • Member of the Financial Planning Association of Australia (FPA)
  • Justice of the Peace
        
Contact Emma
   02 9250 6775
   email Emma

 


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