Georgia Baker

Pension Transfer Specialist

At work

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.

Google Reviews
Tim Phillips
Although I have a financial services background, transferring pension assets from the UK to Australia is specialist work, and needs doing 100% right first time.The BDH guys over-delivered with a lot of knowledge, experience and professionalism, which in turn gave me the peace of mind I needed throughout this process.I have absolutely no hesitation in recommending them. BDH exceeded my own high expectations.
Jojo Baxas
They were so responsive and answered all my (sometimes silly) questions. When the pandemic struck and lockdown ensued, they were business as usual and my payment was issued right in the middle of all of that. I have nothing but positives.
Wendy Stone
A service second to none. Friendly, professional and client focused at all times, and more than willing to go the extra mile to ensure customer satisfaction.
Prash Naik
I would highly recommend bdhSterling for high quality and professional advice. They advised me in the UK and Australia and were invaluable.
Shiranth Fernando
For the last three years, I have used bdhSterling to look after my UK pension while waiting to transfer it to Australia. I have found the investment recommendations and advice to be excellent. Communication is effective and financial transactions are undertaken efficiently. Definitely a five-star company.
Bob Crosby
Been with them since 1999 and am yet to find anyone more knowledgeable and helpful. Returns have always been ahead of market averages at a very reasonable price. Fair and open with great staff.

Spotlight questions

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’.