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Georgia Wells, Elliot Watson Financial Planning

Meet the Team – Georgia Wells

Meet Georgia Wells

Georgia is our Receptionist and is responsible for providing support to our financial planners and their clients.

Let’s get to know Georgia a little better….

What are your qualifications and work experience?

Georgia commenced working in financial services in 2023, she has a background in administration working as a governance support officer and has experience within employment services. Georgia is passionate about working with people and helping our clients achieve more.

What do you enjoy about financial planning?

Georgia enjoys learning about financial planning, along with the complexities that go with it. Georgia believes it’s rewarding to be able to witness people achieve their goals.

What do you like to do on the weekends?

On weekends Georgia enjoys going to the beach and relaxing at home with a good movie.

What do you like about Newcastle and the Hunter?

Georgia has recently relocated to the Hunter region. She was initially drawn to the area by friends and family; however, she has grown to adore the area and all it has to offer. Georgia enjoys the centrality of the hunter and effortlessness to visit beaches, vineyards, and the city.

What is the best piece of financial advice you have ever been given?

A valuable piece of financial advice provided to me is “Spend wisely and always save for a rainy day”.

The information within, including tax, does not consider your personal circumstances and is general advice only. It has been prepared without taking into account any of your individual objectives, financial solutions or needs. Before acting on this information you should consider its appropriateness, having regard to your own objectives, financial situation and needs. You should read the relevant Product Disclosure Statements and seek personal advice from a qualified financial adviser.

The views expressed in this publication are solely those of the author; they are not reflective or indicative of licensee’s position and are not to be attributed to the licensee. They cannot be reproduced in any form without the express written consent of the author.

Elliot Watson Financial Planning Pty Ltd and its advisers are Authorised Representatives of RI Advice Group Pty Ltd, ABN 23 001 774 125 AFSL 238429.

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