Otis John Georges
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000340282
- Location
- Sydney NSW 2000
- Licensee
- Financial Index Australia Pty Ltd (AFSL 240559); Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 4 June 2025
- First provided advice
- 2009
- Qualifications
- Bachelor of Commerce, McGill University (1999); Advanced Diploma of Financial Planning, Mentor Education (2016); Master of Taxation, The University of Sydney (2016); FCP0006, Kaplan Professional (2023)
- Advice areas
- superannuation, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Excluding LRBA's
- Tax (financial) advice
- Yes
- Register status
- Current
About Otis John Georges
On the Financial Advisers Register kept by ASIC, Otis John Georges appears as a current financial adviser in Sydney, New South Wales, adviser number 000340282.
Advice is given under the Australian financial services licence of Financial Index Australia Pty Ltd, licence number 240559. The register also lists Findex Advice Services Pty Ltd (licence 243253). That authorisation dates from 4 June 2025.
According to the register, Otis first provided financial advice in 2009. The qualifications listed for Otis include Bachelor of Commerce (McGill University, 1999), Advanced Diploma of Financial Planning (Mentor Education, 2016) and Master of Taxation (The University of Sydney, 2016).
The authorisation covers advice on superannuation, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Excluding LRBA’s.”
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Questions people ask
Is Otis John Georges a registered financial adviser?
Yes. Otis John Georges is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000340282.
Which licensee does Otis John Georges work under?
Financial Index Australia Pty Ltd, Australian financial services licence 240559 and Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Otis John Georges give advice on?
The register lists these advice areas: superannuation; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Excluding LRBA's."