Georgina Birchall

APFS

Senior Paraplanner

Georgina joined JPB Financial Planning in 2024. She has worked in financial services since 1997, beginning her career as an administrator before moving into paraplanning in 2006 after attaining the Diploma in Financial Planning. In 2017, she achieved Chartered status upon completing the Advanced Diploma and now holds the designation of Chartered Financial Planner.

Georgina’s areas of expertise include technical analysis, retirement strategies, and tax planning. She describes paraplanning as “like a jigsaw puzzle” – starting with complex facts and figures and ending with a clear, bespoke financial plan that delivers real value to clients.

Outside of work, Georgina enjoys Pilates and gardening, particularly growing roses and bee-friendly flowers. A lifelong Metallica fan, she’s also a keen plane spotter – despite being terrified of flying.

Fun fact: she’s made it to level 4,400 in Candy Crush.