Data sourced from ASIC Financial Advisers Register
Financial Adviser · WARNERS BAY, NSW

Georgia Bree Waters

1 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001309302

Georgia Bree Waters is a financial adviser based in Warners Bay, New South Wales, with 1 year of experience in the financial services industry. Georgia is currently authorised under Akumin Financial Planning Pty Limited. Georgia holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Swinburne University of Technology. Georgia is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2023
Graduate Diploma of Financial Planning
Swinburne University of Technology
2025
FPE011 Debt Strategies
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
May 2024 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register