Meet Zari Williams Zari is our Client Service Officer and is responsible for providing support…
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”.
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