Financial Adviser
· SYDNEY, NSW
Otis John Georges
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000340282
Otis John Georges is a financial adviser based in Sydney, New South Wales, with 17 years of experience in the financial services industry. Otis is currently authorised under Financial Index Australia Pty Ltd. Otis holds authorisations to advise on superannuation, life insurance, life insurance investments and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Master of Taxation from The University of Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Deposit Products
Government Bonds
Restrictions: Excluding LRBA's
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Commerce
McGill University
2016
Advanced Diploma of Financial Planning
Mentor Education
2016
Master of Taxation
The University of Sydney
2023
FCP0006
Bridging Course - Ethics - Kaplan Professional
Registration History
Excluding LRBA's
Excluding LRBA's
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only.
Source: ASIC Financial Advisers Register