Georgia works in our Financial Services, Funds Management and Corporate Insurance teams, helping clients do business with clarity and confidence by navigating complex legislative and regulatory frameworks. She advises a broad range of clients including Australian financial services licensees, fund managers, professional trustees, general and life insurers, reinsurers, insurance intermediaries and financial institutions.
Clients value Georgia for her ability to simply complex regulatory issues and provide clear, practical advice, particularly in highly regulated and evolving environments. She is a trusted advisor to clients managing compliance, governance and regulatory risk across financial services and insurance sectors.
Experience
- Advises Australian financial services licensees, including fund managers, professional trustees and general and life insurers, on financial services regulation, licensing and prudential compliance.
- Establishes and advises on the ongoing operation of managed investment schemes (retail and wholesale), including property, credit and debt funds.
- Prepares and reviews key disclosure and marketing documents, including information memoranda, product disclosure statements, statements of advice and financial services guides.
- Supports the establishment of funds management businesses, including wholesale property fund platforms.
- Develops and enhances product governance frameworks for life and general insurers, ensuring compliance with regulatory obligations.
- Advises on complex regulatory matters and engagements with ASIC and APRA, including scheme transfers of insurance business, regulatory approvals and relief applications, breach reporting, investigations and enforcement, including acting on a PDS stop order.
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