Client Service Coordinator (Financial Planning)

Qualifications

Dipoma of Financial Planning

Georgie’s role

Since joining Collins SBA in 2011 Georgie has worked hard to build her knowledge of the financial planning industry and is always on the lookout for better and more efficient ways of doing things. She works closely with our financial planning team to ensure that the recommendations provided to clients are implemented accurately, and on time. In acknowledgment of Georgie’s hard work she was selected as a finalist in the 2017 inaugural national Women in Finance Awards in the category of Executive Assistant / Personal Assistant of the Year.

Georgie also plays a big role in ensuring our back office processes are efficient, and make the most of the latest technology and applications — freeing up our team to spend more time helping clients.

About Georgie

Georgie grew up in a small country town of Rhyndaston, and is the youngest of 3 children.

Having grown up on a large property, Georgie loves being outdoors, and has spent plenty of time on camping trips around Australia. She’s also passionate about animals, and has recently completed a dog behaviour and training study.