Financial Adviser
· WOLLONGONG, NSW
Georgia Lee
No disciplinary history on record with ASIC
WOLLONGONG,
NSW
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001296081
Georgia Lee is a financial adviser based in Wollongong, New South Wales, with 4 years of experience in the financial services industry since 2022. Georgia is currently authorised under Oreana Financial Services. Georgia holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Georgia holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Georgia 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
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited