Georgina Willison
Financial Adviser
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About
Georgina Willison is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong academic foundation including a Bachelor of Business (International Trade) from Monash University and postgraduate qualifications in Applied Finance and Financial Planning from the Securities Institute of Australia, Georgina possesses a wealth of knowledge and expertise. She further enhanced her credentials with FPC002B from Kaplan Higher Education. Georgina is a proud member of FINSIA and the Financial Advice Association of Australia (FAAA), demonstrating her commitment to upholding the highest professional and ethical standards. She is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning, ensuring that her clients receive well-rounded guidance. As a trusted financial advisor, Georgina provides expert assistance in: • Superannuation advice • Insurance solutions (Investment Life Insurance and Life Risk Insurance) • Wealth management strategies • Retirement planning • Securities and Government Debt Securities Whether you are planning for your retirement, seeking to grow your wealth, or require guidance on insurance and superannuation, Georgina can provide the expert advice you need. Contact Georgina today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Georgina Willison offer?
Georgina Willison provides advice on superannuation, insurance (including Investment Life Insurance and Life Risk Insurance), wealth management, retirement planning, securities, and government debt securities. She offers tailored strategies to help you achieve your financial goals.
What are Georgina Willison's qualifications and professional memberships?
Georgina holds a Bachelor of Business (International Trade), Graduate Diplomas in Applied Finance and Financial Planning, and FPC002B from Kaplan Higher Education. She is also a member of FINSIA and the Financial Advice Association of Australia (FAAA).
How can Georgina Willison help me with my retirement planning?
Georgina can assist you in developing a comprehensive retirement plan that takes into account your current financial situation, retirement goals, and risk tolerance. She can provide advice on superannuation, investments, and strategies to maximise your retirement income.
What is the process for working with Georgina Willison?
The process typically starts with an initial consultation to understand your financial needs and goals. Georgina will then develop a personalised financial plan and work with you to implement it. Regular reviews will be conducted to ensure the plan remains aligned with your changing circumstances.
What should I expect during my first meeting with Georgina?
During your first meeting, you can expect to discuss your current financial situation, your financial goals, and any concerns you may have. Georgina will ask questions to gain a thorough understanding of your needs and explain how she can help you achieve your objectives.
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