Who We Are / Adviser Profiles / Georgie Milne

    Georgie Milne
    Certified Financial Planner

    Email: georgiemilne@tifp.com.au




Qualifications:
Certified Financial Planner
Diploma Financial Planning
Diploma Financial Services (Financial Planning)


Membership Professional Bodies:
Financial Planning Association of Australia (FPA)

Australian Securities and Investments Commission (ASIC) number: 237760

Industry Experience:   
Georgie has been an Authorised Representative of the company since 2000.

Georgie works with the philosophy of providing excellent services and working towards a long term, mutually rewarding relationship, with clients. 

Georgie’s principle focus is ensuring that appropriate investment strategies are developed, incorporating all aspects of personal, legislative and economic conditions.

Areas of Specialisation:
Georgie can provide advice on

• Comprehensive Strategy Development
• Asset Classes and Allocation
• Financial Planning
• Superannuation and Rollovers
• Gearing
• Securities
• Debentures
• Cash Deposits
• Managed Funds
• Immediate Annuities
• Allocated Pensions
• Remuneration Packaging
• Loans
• Asset Protection
• Redundancy
• Taxation minimization
• Life & Risk insurance
• Retirement Planning
• Social Security/Veteran Affairs Entitlements
• Strategy Implementation
• Estate Planning 
• Ongoing Reviews
• With a particular focus on wealth creation for young professionals

Office Locations: