Financial Adviser
· ALBURY, NSW
Georgie Phillips
No disciplinary history on record with ASIC
ALBURY,
NSW
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000314636
Georgie Phillips is a financial adviser based in Albury, New South Wales, with 21 years of experience in the financial services industry since 2005. Georgie is currently authorised under G & S Financial Solutions, operating through G & S Financial Solutions. Georgie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Georgie's qualifications include a Certified Financial Planner from Financial Planning Association. Georgie is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2004
Advanced Diploma of Financial Planning
Kaplan
2008
Certified Financial Planner
Financial Planning Association
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan
2025
Commercial Law
Kaplan Education