Otis Georges
Financial Adviser
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About
Otis Georges is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping individuals and families achieve their financial goals with tailored and strategic advice. Otis combines a strong academic background with practical experience to deliver comprehensive financial solutions. Otis holds a Bachelor of Commerce from McGill University and further honed his expertise with an Advanced Diploma of Financial Planning and a Master of Taxation from The University of Sydney. Continuously striving for excellence, Otis also completed FCP0006 through Kaplan Professional. Authorised to provide advice on a range of financial products, Otis specialises in superannuation, insurance, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. Otis is committed to providing you with the highest level of service and guidance. • Superannuation advice • Insurance solutions • Retirement planning strategies • Investment guidance • Life Risk Insurance • Retirement Savings Accounts Ready to take control of your financial future? Contact Otis today for a consultation.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Otis Georges offer?
Otis Georges specialises in providing advice on superannuation, insurance, and retirement planning. He is also authorised to advise on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Otis Georges have?
Otis holds a Bachelor of Commerce from McGill University, an Advanced Diploma of Financial Planning and a Master of Taxation from The University of Sydney, and completed FCP0006 through Kaplan Professional.
What is the process of working with Otis Georges?
The process typically begins with an initial consultation to understand your financial goals and current situation. From there, Otis will develop a personalised financial plan tailored to your needs. He will then guide you through the implementation of the plan and provide ongoing support and reviews.
How can retirement planning advice from Otis Georges benefit me?
Retirement planning advice can help you create a strategy to accumulate sufficient funds for retirement, manage your investments effectively, and ensure a comfortable and secure financial future.
What can I expect during my first meeting with Otis?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Otis will listen attentively and ask questions to gain a comprehensive understanding of your needs. This meeting is an opportunity to determine if Otis is the right fit for you.
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