David Emby is a Certified Financial Planner & Authorised Representative of WB Financial and has had over 24 years experience in the financial planning industry. His emphasis is on education and understanding to enable clients to be confident of their strategy before embarking on a plan. He provides personal advice to develop management systems that will best achieve more effective lifestyle outcomes, maximising investment opportunities, managing cashflow and retirement needs.
David is a Certified Financial Planner, has a Bachelor of Physical Education and holds a Diploma of Teaching. He is also a member of the Financial Planning Association of Australia.
Philip Frost is an Authorised Representative of WB Financial and has had over 28 years experience in the financial services industry. His philosophy is to provide to clients and prospective clients with a total financial planning service. He specializes in wealth creation strategies, together with cashflow and asset management systems, that are designed to meet the individual’s needs and objectives. Phil has a Diploma of Financial Planning and is also a Member of the Financial Planning Association of Australia.
Business Effectiveness Manager
Nicola is the newest member of the team at WB Financial. During her 15-years experience within the UK financial planning arena, Nicola has undertaken a variety of roles including as a Financial Planner with direct interaction with the clients through developing and implementing strategies and as a Business Development Manager where she was in charge of co-ordinating the services supplied to the clients within the businesses to make sure what was promised was delivered. She is now using her skills and experience to ensure that the WB is working efficiently and effectively through the significant changes within the Financial Planning industry, to make sure we can enhance our client’s experiences.
Client Relationship Manager
As Client Relationship Manager, Sue is approaching 11 years with WB Financial and her role involves the co-ordination and delivery of the client relationship program, whereby the primary aim is to ensure client’s receive the highest quality advice and communication. Her role involves the tracking of work flow in terms of turnaround times to clients, the delivery of service packages, client events, maintaining the client data base and diary management.
Corporate & Client Services Co-ordinator
Jill’s role as Corporate & Client Services Co-ordinator involves the co-ordination and administration of office accounts, HR management, office operations and equipment purchases. Jill has been a longstanding staff member, having been with us for 28 years.