CERTIFIED FINANCIAL PLANNER®
Authorised Representative Number 237760
Diploma of Financial Planning
Diploma of Financial Services (Financial Planning)
Certificate III Information Technology
T: 03 9563 9969
F: 03 9563 9965
Suite 2, 277 Centre Road Bentleigh VIC 3204
PO Box 282 Bentleigh VIC 3204
Membership of professional bodies
Georgie is dedicated to financial planning and has been an Authorised Representative of Totally Integrated Financial Planning Pty Ltd since 2000. Over this time, she has developed the skills, expertise, knowledge and experience required to provide comprehensive strategy, investment and insurance advice to clients.
Georgie is a Certified Financial Planner (CFP) which demonstrates her educational qualifications, practical experience and the commitment to abide by a professional code of ethics. Georgie works with the philosophy of providing excellent services and building long term, mutually rewarding relationships with her clients. Georgie’s principle focus is to ensure a deep understanding of your circumstances to ensure high quality personalised advice is always provided.
Georgie has extensive expertise in wealth accumulation strategies, retirement planning, Centrelink strategies, estate planning, aged care and risk insurance and is committed to continually developing her skills in these areas.