Otis Georges

With over 20 years of experience in financial and professional services, Otis brings a wealth of knowledge and expertise to his role. He began his career as an accountant, spending six years at a big 4 accounting firm before transitioning into financial services in 2006. Otis has broad experience in financial planning and now specialises in personal protection, business succession, and business continuity planning for professionals, business owners, and their families.

Otis holds a Master of Tax from the University of Sydney, a Bachelor of Commerce in Economics and Finance, and an Advanced Diploma in Financial Services (Financial Planning).