OTIS JOHN GEORGES
Financial Adviser · Gymea, NSW
📚 Qualifications & Training
1999 - Bachelor of Commerce - - McGill University
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2016 - Master of Taxation - Masters Degree (AQF 9) - The University of Sydney
2023 - FCP0006 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.