George Root Email & Phone Number
President, Head of Licensing and Operations Manager -NSW @ JIC Adviser Network
George Root Location
Bowral, NSW, AU
George Root Work
- 2024 - now President, Head of Licensing and Operations Manager -NSW @ JIC Adviser Network
- 2024 - now President @ JIC Adviser Network
- 2015 - now Director and Head Financial Adviser @ Roots Financial Pty. Ltd.
- 2015 - 2022 Financial Planner @ Wilson Financial
- 2015 - 2022 Financial Advisor @ Astute Financial Management
George Root Education
- Kaplan Australia
Graduate Diploma of Financial Planning (Business Administration and Management, General)
2020 - 2024 - Kaplan Australia
Advanced Diploma Financial Planning, Financial Planning (Financial Planning)
2013 - 2015
George Root Skills
- Financial Analysis
- Financial Planning
- Insurance
- Investments
- Wealth
- Relationship Management
- Wealth Management
- Financial Services
- Business Relationship Management
- Self Managed Superannuation Funds (SMSF)
George Root Summary
George Root, based in Bowral, NSW, AU, is currently a President, Head of Licensing and Operations Manager -NSW at JIC Adviser Network. George Root brings experience from previous roles at JIC Adviser Network, Roots Financial Pty. Ltd., Wilson Financial and Astute. George Root holds a 2020 - 2024 Graduate Diploma of Financial Planning in Business Administration and Management, General @ Kaplan Australia. With a robust skill set that includes Financial Analysis, Financial Planning, Insurance, Investments, Wealth and more. George Root has 1 emails and 1 mobile phone numbers on RocketReach.
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