Georgia’s journey with bdhSterling began in an administrative role, where she showcased her dedication, propelling her to progress to Associate Financial Planner and, subsequently, Pension Transfer Specialist. Georgia possesses an in-depth knowledge of the intricacies and regulations surrounding pension transfers. With a keen eye for detail and a deep understanding of individual client needs, Georgia ensures that each transfer is handled with the utmost care and attention, striving to maximise the financial benefits for clients.
Georgia holds a Business and Management degree from the University of Birmingham, along with the Investment Management Certificate (CFA, UK), a Diploma in Financial Planning (CII, UK) and an Award in Regulated Pension Transfer Advice (CII, UK). Before joining bdhSterling, and venturing down under, she worked for a boutique wealth management firm in London.
When she’s not focusing on clients you can find Georgia making the most of the Bondi Beach lifestyle.
What’s your best tip for anyone moving to Australia?
In the beginning just say yes to everything.
What’s the best thing about living in Australia?
The work/ life balance which allows me to go to the beach before and after work.
What gives you the most satisfaction about your work?
A happy client.
What’s the best thing about working for bdhSterling?
Being able to engage with colleagues and clients who have moved from the UK to Australia and are therefore in the same situation as me.
What do you miss about living in the UK?
My family, friends and a decent Sunday roast.
Why did you move from the UK?
I got lured into the ‘Bondi Bubble’.
More of our Sydney team members
Get to know a few more members of our team.