Client Services Manager
My exposure to the Financial Services industry began in July 2018, concurrent with my relocation to the gorgeous Gold Coast from Canberra. I was appointed as the Client Services Manager (CSM) and was predominately focused on servicing and developing client relationships across lending, strategy implementation, accounting and risk insurance in Queensland and northern NSW. In early 2019 I was fortunate enough to become part of a boutique advice practice, where my role as a CSO rapidly developed my understanding and implementation of successful wealth strategies, margin lending, debt recycling, gearing, tailored personal insurance, retirement planning; and everything in between.
I am now beyond grateful to work alongside like-minded individuals both in our team and across our client base as a CSM at CHG. Further to my education, I aim to attain my bachelor's degree in late 2021 and have strong aspirations to complete my Master’s in Financial Planning. When I am not in the office, you can bet your bottom dollar I am enjoying the gorgeous landscape we live in or spending time with family and close friends.
Quick Questions with Georgia
Are you messy or organized?
Extremely organized, borderline obsessive compulsive if I’m being honest!
Motto or personal mantra?
Absolutely everything happens for a reason.
Where is your favourite place to eat?
Baskk in Coolangatta is a personal favourite of mine; however, I can never say no to Surf Club schnitzel.
What are your hopes for your career?
My long-term goal is to become a Financial Adviser with a great work/life balance.
What do you like to do on your days off?
Go shopping to browse the latest fashion – I truly think I have an addiction.
Where would you like to travel to?
I would love to take my son to Europe to visit his extended family, once he is old enough to appreciate it!
How do you define success?
Personally, success is being happy with what you have and strong aspirations to work towards the thing you want.
What is your greatest fear?
Crabs… I would honestly rather be eaten alive by a Shark than go anywhere near a crab!!!
What is your favourite movie?
It’s a tie between Blue Crush and Lords of Dogtown.
What books are at your bedside?
I am currently reading ‘’Save our Sleep’’ in preparation for our newborn, fingers crossed it works.