Financial Adviser
· MITTAGONG, NSW
George William Root
No disciplinary history on record with ASIC
MITTAGONG,
NSW
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001007014
George William Root is a financial adviser based in Mittagong, New South Wales, with 11 years of experience in the financial services industry since 2015. George is currently authorised under Jic Adviser Network, operating through Roots Financial. George holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). George's qualifications include a Graduate Diploma of Financial Planning from Kaplan University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Diploma of Financial Planning
Kaplan
2015
Advanced Diploma of Financial Planning
Kaplan
2015
Self Managed Super Funds
Kaplan
2024
Graduate Diploma of Financial Planning
Kaplan University
2025
Tier 1 Margin Lending General Advice
Kaplan
2026
Margin Lending Specialist Course
Kaplan Professional