Meet The Team

Georgia Maher Associate Adviser

georgia maher associate adviser

Experienced Associate Adviser

Georgia has gained valuable experience in the financial planning industry since earning her Bachelor of Commerce degree in 2016. Currently, she is enhancing her expertise by pursuing a Graduate Diploma in Financial Planning.

For the past three years, Georgia has successfully overseen our back-office support team. Now, she is transitioning into a role where she will directly assist our advisers and clients, further contributing to their success. Her journey from back-office management to advisory services showcases her dedication to helping clients achieve their financial goals.

From Back Office to Client-Facing: A Professional Path

Georgia's entry into the financial planning industry was serendipitous, but her decision to stay was deliberate. Through hands-on experience, she discovered the profound impact financial advisors can have on clients' lives. This realisation fueled her desire to transition from back-office management to an advisory role, where she can directly contribute to clients' financial well-being.

Building Client Confidence Through Knowledge

At the core of Georgia's approach is a commitment to client education. She finds great fulfillment in demystifying complex financial concepts and building clients' confidence in their financial decisions. Georgia particularly enjoys working with younger clients, emphasising the importance of early financial planning and literacy.

Adapting to Industry Changes

In an industry with frequent regulatory updates, Georgia excels at staying current with compliance requirements while focusing on client service. She sees the changing landscape as an opportunity for growth and is committed to providing current, relevant advice to her clients.

Beyond the Numbers

Georgia's passion for financial planning extends outside the office. She values connecting with clients in informal settings, believing that understanding their personal goals and circumstances is key to providing tailored financial advice. When not at work, Georgia enjoys travelling to spend quality time with loved ones and visiting new places, bringing a well-rounded perspective to her professional life.

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