Georgia's qualifications
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.
