George William Root
ROOTS FINANCIAL PTY LTD · Mittagong NSW 2575 · Advising since 2015
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001007014
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- JIC ADVISER NETWORK PTY LTD · AFSL 562451Through authorised representative ROOTS FINANCIAL PTY LTD (no. 001297141)Since 29 November 2024
- Principal business address
- Mittagong NSW 2575
- First year providing advice
- 2015
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTNov 2024 – presentJIC ADVISER NETWORK PTY LTD · AFSL 562451Through authorised representative ROOTS FINANCIAL PTY LTD (no. 001297141)
- CEASEDJun 2022 – Nov 2024VISION PLANNING & FINANCE (AUST) PTY LTD · AFSL 492807Through authorised representative ROOTS FINANCIAL PTY LTD (no. 001297141)
- CEASEDNov 2019 – Jun 2022ALLIANCE WEALTH PTY LTD · AFSL 449221Through authorised representative WILSON WEALTH AND INSURANCE PTY LTD (no. 001007013)
- CEASEDApr 2015 – Nov 2019AIW DEALER SERVICES PTY LTD · AFSL 414256
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Margin Lending Specialist Course
Kaplan Professional · 2026 · Other
Tier 1 Margin Lending General Advice
Kaplan · 2025 · Other
Graduate Diploma of Financial Planning
Kaplan University · 2024 · Graduate Diploma (AQF 8)
Advanced Diploma of Financial Planning
Kaplan · 2015 · Advanced Diploma (AQF 6)
Self Managed Super Funds
Kaplan · 2015 · Other
Diploma of Financial Planning
Kaplan · 2013 · Diploma (AQF 5)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once George William Root claims the profile.
Reviews
Not yet reviewed
No client has reviewed George William Root on Souffle yet.
Contacting George William Root
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
ROOTS FINANCIAL PTY LTD
Authorised by JIC ADVISER NETWORK PTY LTD · AFSL 562451
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once George William Root claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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