Emeerose Robles

About Emeerose

Emeerose "Emee" Robles is a dedicated and results-driven Paraplanner with a Bachelor's degree in Business Administration, majoring in Financial Management. With over four years of experience in the Australian financial planning industry, Emee provides strong end-to-end support to financial advisers throughout the advice process. She specialises in paraplanning and administrative coordination, ensuring accuracy, compliance, and efficiency from initial client engagement through to advice delivery. Emee has extensive experience managing detailed fact finds, verifying client information, preparing Statements of Advice and Records of Advice, calculating fees, navigating financial planning systems, and coordinating documentation for client distribution. She is highly detail-oriented and committed to maintaining strong compliance and quality standards. Known for her proactive approach and strong work ethic, Emee thrives in fast-paced environments and confidently manages multiple priorities. Outside of work, Emee enjoys cafe hopping with friends, jogging, and spending weekends walking her puppy in the park.