Financial Adviser
· BENDIGO, VIC
Georgiann Grist
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000433136
Georgiann Grist is a financial adviser based in Bendigo, Victoria, with 13 years of experience in the financial services industry. Georgiann is currently authorised under Dkg Group Investments Pty Ltd. Georgiann 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 Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1994
Associate in Applied Science
Normandale College
2012
Diploma of Financial Planning
Kaplan Professional Education
2017
Advanced Diploma of Financial Planning
Kaplan Professional Education
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
MAGNITUDE GROUP PTY LTD
Excluding Self Managed Superannuation Funds
LONSDALE FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register