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Georgie Savage
Private Wealth Adviser, North Sydney
Address: Level 17, 100 Pacific Highway, North Sydney NSW
Phone: 02 9919 8708
About Georgie
Georgie is a Private Wealth Adviser in the Launceston office for the Shadforth Financial Group.
Education and experience
Georgie has worked in the finance sector since 2009, previously working as an accountant. She is passionate about educating and helping clients find long-term security through smarter financial decisions and is a regular contributor at financial seminars, in the media and is a member of the Launceston Chapter of the Financial Advice Association of Australia (FAAA).
Georgie holds the following qualifications:
- Bachelor of Business from the University of Tasmania
- Master of Financial Planning through Kaplan Professional
- Member of the Financial Advice Association of Australia (FAAA)
She has also met the new ethical and education standards set by FASEA as a requirement to provide financial advice.
Georgie’s areas of expertise include cashflow modelling, wealth creation, superannuation planning, tax planning, debt transformation and goals-based investing.
What my clients say
We would like to express our appreciation for Georgie's ongoing financial advice. Her expertise and depth of knowledge in financial outcomes are impressive, but her genuine interest in our circumstances and changing needs is the quality that sets her apart. Particularly reassuring to us is never feeling uncomfortable asking questions. Georgie's professional and caring manner elicits a feeling of absolute certainty that our finances are being handled with integrity.
Maureen and Greg (client since 2019)
Outside of work
Away from work, Georgie leads an active life making the most of the great outdoors whether it be on or under the water, or out in the wilderness hiking. On the weekends she enjoys spending time with her young family.