George William Root
Financial Adviser in Mittagong, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001007014
- Location
- Mittagong NSW 2575
- Licensee
- Jic Adviser Network Pty Ltd (AFSL 562451)
- Authorised since
- 29 November 2024
- First provided advice
- 2015
- Qualifications
- Diploma of Financial Planning, Kaplan (2013); Advanced Diploma of Financial Planning, Kaplan (2015); Self Managed Super Funds, Kaplan (2015); Graduate Diploma of Financial Planning, Kaplan University (2024); Tier 1 Margin Lending General Advice, Kaplan (2025); Margin Lending Specialist Course, Kaplan Professional (2026)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About George William Root
On the Financial Advisers Register kept by ASIC, George William Root appears as a current financial adviser in Mittagong, New South Wales, adviser number 001007014.
Advice is given under the Australian financial services licence of Jic Adviser Network Pty Ltd, licence number 562451. That authorisation dates from 29 November 2024.
According to the register, George first provided financial advice in 2015. Qualifications and training on file include Diploma of Financial Planning (Kaplan, 2013), Advanced Diploma of Financial Planning (Kaplan, 2015) and Self Managed Super Funds (Kaplan, 2015).
George is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is George William Root a registered financial adviser?
Yes. George William Root is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001007014.
Which licensee does George William Root work under?
Jic Adviser Network Pty Ltd, Australian financial services licence 562451.
What can George William Root give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.