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Georgie has been with First Samuel since January 2017 and originally fulfilled a Client Advice Administrator role, which allowed her to develop an in-depth understanding of all areas of administration and support. This foundation with First Samuel enabled Georgie to progress into an Associate role which now sees her involved in more technical work including the preparation of Statements of Advice.
Georgie holds a Bachelor of Commerce, majoring in Financial Planning from Curtin University in Perth. Georgie’s education and experience make her an integral part of the service offering we extend to our clients. Georgie aspires to develop into a Client Adviser in the future.
Outside of work, Georgie is busy with her three young kids, traveling and spending time with friends and family.