Client Service Coordinator (Financial Planning)
Since joining Collins SBA in 2011 Georgie has worked hard to build her knowledge of the financial planning industry. She works closely with our financial planning team to ensure that the recommendations provided to clients are implemented accurately, and on time.
Georgie also plays a big role in ensuring our back office processes are efficient, and make the most of the latest technology and applications — freeing up our team to spend more time helping clients.
Georgie grew up in a small country town of Rhyndaston, and is the youngest of 3 children.
Having grown up on a large property, Georgie loves being outdoors, and has spent plenty of time on camping trips around Australia. She's also passionate about animals, and has recently completed a dog behaviour and training study.