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Georgia Waters

Progressive Financial Planners Pty Ltd

Bronze
1 Yr Experience
Warners Bay, NSW 2282

I started at Progressive in 2020 as a Client Liaison while finishing my psychology degree. It didn’t take long for me to realise how much I loved financial planning. With the support of Brad and the team, I jumped into the extra study needed to become a Financial Adviser—and I’ve never looked back.

For me, financial advice is about more than numbers. It’s about helping people feel calm and confident in an area that can often feel overwhelming. I love working with clients to make the most of what they already have so they can create a life they’re proud of.

Outside of work, you’ll usually find me with my husband, Rhys, and our dog, Arlo, walking around Warners Bay with a coffee in hand and planning our next overseas adventure. I’m passionate about mentoring young adults in the local community, reading a good book on my Kindle, and spending time with family and friends.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

We offer a free 15 minute chat to help us determine whether we can work together to help you achieve your goals. After you complete a pre-appointment questionnaire, we will book in a meeting that may be up to 2 hours in length and costs $550 (inc. GST). In this meeting, we will discuss your goals, objectives and needs; what you are wanting to achieve, as well as the services we provide.

At a glance

  • Adviser status Bronze
  • Years of experience 1
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Progressive Financial Planners Pty Ltd

45 King Street
Warners Bay, NSW 2282

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Akumin Pty Ltd

AFSL 232706