EMILIE GRIEVE

Emilie is a provisional financial adviser at OakView Financial with a strong foundation in client care and a passion for helping people feel confident in their financial future. Holding a Bachelor of Business (Entrepreneurship) and a Graduate Diploma of Financial Planning, Emilie brings both practical insight and strategic knowledge to her role.

Emilie began her career at OakView Financial as a Client Service Officer within the Implementation team, where she gained first-hand experience in executing tailored financial advice and supporting clients through the early stages of their advice journey. She later transitioned into Case Management, a role that deepened her skills in navigating complex client scenarios with empathy, patience, and attention to detail.

Her ability to support clients through both the technical and emotional aspects of financial planning is what sets her apart. Emilie is committed to ensuring clients feel guided, informed, and secure every step of the way, especially during times of uncertainty.

Currently expanding her expertise into paraplanning, Emilie has worked across multiple facets of the advice process to become a well-rounded and trusted future adviser. She is particularly passionate about simplifying the complex and building strong, respectful relationships with every client.

Outside of work, Emilie also holds a Bachelor of Design (Graphic Design) and maintains a disciplined routine that supports her focus and clarity, starting her day with reformer Pilates, iced matcha, and a beach walk to stay energised, grounded, and ready to bring her best to clients.