Lorna Emery
Founder & Owner at Emery Executive Services- Claim this Profile
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Indonesian Elementary proficiency
Topline Score
Bio
LinkedIn User
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.
Eloise Somerford
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.
Fran Hughes, CFP
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.
LinkedIn User
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.
Eloise Somerford
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.
Fran Hughes, CFP
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.
LinkedIn User
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.
Eloise Somerford
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.
Fran Hughes, CFP
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.
LinkedIn User
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.
Eloise Somerford
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.
Fran Hughes, CFP
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.
Credentials
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NNA Annual Business Awards
National Self-Employment AssociationMay, 2022- Nov, 2024
Experience
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Emery Executive Services
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Australia
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Financial Services
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1 - 100 Employee
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Founder & Owner
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Jan 2021 - Present
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Partnership Wealth
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Australia
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Financial Services
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1 - 100 Employee
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Client Service Manager
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Jul 2019 - Dec 2020
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Macquarie Group
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Australia
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Financial Services
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700 & Above Employee
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Client Service Associate
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Jul 2014 - Feb 2019
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Euroz Hartleys Limited
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Australia
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Financial Services
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1 - 100 Employee
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Personal Assistant
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Mar 2005 - Jun 2014
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Personal assistant
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Aug 2003 - Mar 2005
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Education
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Business Foundations
Cerificate III in Entrepreneurship and Small Business -
Kaplan Professional
Post Graduate Diploma of Financial Planning, Financial Planning and Services -
Kaplan Professional
Diploma of Financial Planning, Financial Planning and Services -
Curtin University of Technology