Georgia Baker

Associate Financial Planner

At work

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).

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 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’.