George is a financial adviser based in Sydney Australia and has been in the financial services industry for 12 years. He specialises in wealth creation and protection within superannuation and Self-Managed Super Funds (SMSF), UK pension transfers to SIPPs, QROPS and SMSF, retirement planning, cash flow management and debt minimisation strategies.
George is the trusted adviser to many clients, from those getting into their first home, to retiree clients who are enjoying the latter years of Life. George helps protect his clients’ financial wellbeing such as their home and other financial assets, future income and their lifestyle. This is key to helping achieve peace of mind, financial independence and security if the worst were to occur.
George is recognised amongst his peers for his attention to detail, which most recently scored him a 5-star compliance rating. George is often asked to consult to peers about best work practices, advice processes and industry specific knowledge.
George has a wide range of experience and has worked in small financial planning practices, as well as a large industry leading practice, including spending some time in the bank network. George is a senior financial adviser in the practice which is non-aligned to the major banks, allowing him to provide more tailored advice.
George has studied a Bachelor of Business majoring in Finance and Economics. He also has a Diploma of Financial Services and Advanced Diploma covering Tax Planning and Estate planning. George has completed specialist courses and is accredited in Self-Managed Super Funds.