Georgia began her bdhSterling journey in an admin role, before progressing to her current role of Client Services Associate. Georgia works alongside the financial planners to establish and maintain client relationships, helping them meet their objectives. When she’s not focusing on clients you can find her helping to organise office drinks.
Georgia completed a Business and Management degree at the University of Birmingham before going on to work for a boutique wealth management company in London. She holds the Investment Management Certificate (CFA, UK) and a Diploma in Financial Planning (CII, UK).
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 Australia /the UK?
My family, friends and a decent Sunday roast.
Why did you move from the UK?
I got lured into the ‘Bondi Bubble’.