GEORGINA WILLISON

Financial Adviser Β· Melbourne, VIC

Registered

Registration Number

000283820

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2003

Registration Date

14/05/2012

Financial Services Licensee

PERSONAL FINANCIAL SERVICES LTD

Licence #000234459

πŸ“š Qualifications & Training

1997 - Bachelor of Business (International Trade) - Bachelor Degree (AQF 7) - Monash University
2003 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Securities Institute of Australia
2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia
2020 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

🏒 Professional Memberships

FINSIA
Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.