Emma Duffey
Financial Adviser
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About
Emma Duffey is an ASIC-registered financial adviser dedicated to helping individuals and families in Bondi Junction and across Australia achieve their financial goals. With a strong educational foundation including an Arts/Commerce degree from the University of New England (2005) and ongoing professional development through GWM Adviser Services and Kaplan Education, Emma possesses the knowledge and expertise to provide comprehensive financial advice. Emma's qualifications extend to specialist areas such as Margin Lending, Self Managed Super Funds, and Aged Care, demonstrating her commitment to meeting the diverse needs of her clients. She is also a proud member of the Financial Advice Association of Australia (FAAA), adhering to the highest ethical and professional standards. As an authorised financial adviser, Emma can provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. She can also assist with Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Key services offered: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Whether you're planning for retirement, seeking to grow your wealth, or need advice on insurance and superannuation, Emma can provide tailored solutions to help you achieve financial security. Contact Emma today to schedule a consultation and take the first step towards a brighter financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Emma Duffey offer?
Emma Duffey specialises in superannuation advice, insurance, wealth management, and retirement planning. She also provides advice on Investment Life Insurance, Life Risk Insurance, Securities and Retirement Savings Accounts.
What are Emma Duffey's qualifications?
Emma holds an Arts/Commerce degree from the University of New England (2005) and has completed Financial Services training through GWM Adviser Services (2007) and Kaplan Education (2010). She also holds specialist qualifications in areas such as Margin Lending, Self Managed Super Funds, Aged Care, and Ethics & Professionalism in Financial Advice.
How does the financial advice process work with Emma Duffey?
The process typically starts with an initial consultation to understand your financial goals and current situation. Emma will then develop a tailored financial plan to help you achieve those goals. Regular reviews and adjustments will ensure your plan remains aligned with your changing needs.
What can I expect during my first meeting with Emma Duffey?
During your first meeting, Emma will focus on understanding your financial goals, risk tolerance, and current financial situation. This includes discussing your income, expenses, assets, and liabilities. This information will help her develop a personalised financial plan.
Why should I choose Emma Duffey as my financial advisor?
Emma Duffey offers personalised and comprehensive financial advice tailored to your unique needs. With extensive qualifications, a commitment to ethical practice, and a focus on building long-term relationships, Emma can help you achieve your financial goals with confidence.
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