Qualifications
- Certified Financial Planner ®
- Diploma of Financial Planning
- Diploma of Financial Services
(Financial Planning)
Industry experience
Georgie is a Certified Financial Planner® (CFP) and has been an authorised representative of TIFP since 2000, more recently becoming a Director.
Her extensive experience includes:
- Wealth Accumulation
- Superannuation
- Retirement Planning
- Centrelink
- Estate Planning
- Aged Care
- Insurance
Georgie’s skills, expertise and knowledge always ensure a comprehensive and holistic approach to strategic investment and insurance planning.
A partnership approach based on trust and integrity.
Georgie’s dedication to financial planning means she works closely with her clients to ensure their goals and objectives are at the forefront of all decisions. Then collectively, will create a plan that is both clear and achievable ensuring her clients are confident in their financial choices.
Georgie is a wife and mother of two beautiful young daughters. She loves food, wine, beach holidays and playing golf (when she finds the time!)