We are delighted to introduce Emily Lowe, who joined the EK Financial Group team three months ago as an Associate in our financial planning and advice team. Emily brings a wealth of experience and a dedicated work ethic that has already made a positive impact on our operations and client service.
Emily has worked in the financial services space for over six years, transitioning from accounting to financial planning over the last eighteen months. Her extensive background in finance and her recent focus on financial planning provide her with a unique perspective and a deep understanding of the industry.
Working closely with our seasoned Advisers, Aaron and Zac, Emily is committed to mastering all aspects of the business and is eager to assist our clients with their inquiries. Known as a “loop closer,” Emily is highly efficient and ensures that tasks are completed promptly and accurately.
While working full time, Emily is also completing her Bachelor of Business, majoring in Financial Planning. She has recently completed her Cert IV and Diploma in Finance and Mortgage Broking, further solidifying her expertise in the field. Emily’s academic achievements and her ability to grasp complex financial matters make her an invaluable addition to our team.
When she is not at work, Emily enjoys running and playing netball to stay active. She also loves spending time with her husband and friends on weekend adventures, making the most of her time outside the office.
Emily’s enthusiasm for helping clients and her dedication to her professional growth align perfectly with our mission at EK Financial Group. She is passionate about delivering exceptional service and support to our clients, ensuring they receive the best possible advice and guidance on their financial journeys.
We are confident that Emily’s skills, knowledge, and commitment will continue to enhance the services we provide. Please join us in welcoming Emily Lowe to the EK Financial Group. We are excited to see her grow within our team and contribute to the success of our clients.
Thank you for your continued trust and support.
Stay Safe & Happy Investing,
Aaron Kane
Managing Director
EK Financial Group
