Otis Georges Financial Planner Report

Name:
Otis John Georges

Rep Number:
000340282

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2017-04-21 onwards

Location:
Burwood, , NSW, 2133

Licensee
Name:

Number:
000244252

ABN:
61 094 529 987

Controlled By:

Appointed By
Name:
Millennium 3 Financial Services Pty Ltd

Licence Number:
000244252

ABN:
61 094 529 987

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
All Securities
Superannuation

Qualifications
Mentor
Advanced Diploma of Financial Planning
McGill University
Bachelor of Commerce
Kaplan
Diploma of Financial Services (Financial Planning)
The University of Sydney
Master of Taxation
University of New South Wales
Postgraduate in Taxation & Financial Planning