About
Georgina
Georgina is a client-centric adviser who works primarily with large high net worth family groups and their family businesses.
Georgina specialises in working with multi-generational families, ensuring their financial strategies accommodate the unique needs and goals of each generation. She adeptly navigates the complexities of family dynamics, providing tailored advice that fosters harmony and continuity.
Her approach helps bridge generational gaps, ensuring the preservation and growth of family wealth while aligning the diverse interests of family members across different ages and life stages.
She also provides accounting, income tax, and financial administration services to individuals, their families, and businesses. Additionally, she is actively involved with several large charitable foundations.
She is focused on developing strong and open relationships with her clients, and together with her technical knowledge and experience she provides timely and practical tailored outcomes. This has seen her develop long standing relationships with clients and the different generations amongst her family groups.
Significant highlights
- Long term adviser to many iconic Australian families
- Oversee large charitable foundations (including those listed in AFR annual top giving listing)
Areas of expertise
- Business advisory services
- Cash flow analysis
- Estate planning, business and succession planning
- Family business support
- Family office
- Foundations and charities
- Tax planning and asset protection strategies
- Taxation and accounting compliance
Qualifications & memberships
- Bachelor of Commerce (Accounting and Finance) - Sydney University
- Member, Chartered Accountants Australia and New Zealand