Financial Adviser · BENDIGO, VIC

Georgiann Grist

BENDIGO, VIC

13 Years experience

Tax advice
authorised

ASIC Registered · ADV 000433136

Currently at

First Financial

Melbourne, VIC (firm address)

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Georgiann Grist is a financial adviser based in Bendigo, Victoria, with 13 years of experience in the financial services industry since 2013. Georgiann is currently authorised under First Financial. Georgiann holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Georgiann's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Self-Managed Superannuation Fund, Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1994

Associate in Applied Science

Normandale College

2012

Diploma of Financial Planning

Kaplan Professional Education

2017

Advanced Diploma of Financial Planning

Kaplan Professional Education

2024

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

First Financial Pty Ltd

May 2026 - Present Current

Self-Managed Superannuation Fund, Margin Lending

Dkg Group Investments Pty Ltd

May 2019 - May 2026 Ceased

MAGNITUDE GROUP PTY LTD

Oct 2015 - May 2019 Ceased

Excluding Self Managed Superannuation Funds

LONSDALE FINANCIAL GROUP PTY LTD

Jan 2013 - Oct 2015 Ceased

Source: ASIC Financial Advisers Register