Georgina Willison
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000283820
- Location
- Melbourne VIC 3000
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 14 May 2012
- First provided advice
- 2003
- Qualifications
- Bachelor of Business (International Trade), Monash University (1997); Graduate Diploma of Applied Finance, Securities Institute of Australia (2003); Graduate Diploma of Financial Planning, Securities Institute of Australia (2006); FPC002B, Kaplan Higher Education (2020)
- Memberships
- FINSIA; Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Georgina Willison
On the Financial Advisers Register kept by ASIC, Georgina Willison appears as a current financial adviser in Melbourne, Victoria, adviser number 000283820.
The licensee Georgina advises under is Personal Financial Services Ltd (AFS licence 234459). The current authorisation started on 14 May 2012.
The register records 2003 as the year Georgina first provided financial advice. Qualifications and training on file include Bachelor of Business (International Trade) (Monash University, 1997), Graduate Diploma of Applied Finance (Securities Institute of Australia, 2003) and Graduate Diploma of Financial Planning (Securities Institute of Australia, 2006). Professional memberships recorded: FINSIA and Financial Advice Association of Australia (FAAA).
Georgina is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Georgina Willison a registered financial adviser?
Yes. Georgina Willison is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000283820.
Which licensee does Georgina Willison work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Georgina Willison 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.