- 11+ years industry experience
- Certified Financial Planner, Masters of Applied Finance (Financial Planning), Bachelor of Business (Accounting/Finance)
- Passionate about helping clients meet their financial and lifestyle goals
I was very particular in who I came to with our family requirements, after booking in with George and meeting with him I can confirm he is a great choice and went through all strategies we already had in place and gave more information on how we could improve these strategies, along with other strategies to implement and we have certainly found the person who we will entrust with guiding us hopefully all the way into retirement.
George is very helpful to provide insightful investment advice. Appreciate his effort and time devoted. Personally, he is very friendly to talk to.
George provided excellent advice on my impending retirement and superannuation decisions. He answered all my questions with a wealth of knowledge, considered my financial situation and suggested practical steps forward. I highly recommend his services.
It was excellent to talk to George. He was knowledgeable about my areas of interest (shares and insurance) and took the time to think through my situation before giving clear and concise recommendations. All questions I had were answered and I found it really helpful he was able to cover on topics I needed to know but hadn't thought of myself.
George listened attentively to our situation with regards our rental property and asked relevant questions to work out what would be the best way forward to help us reach the goal of what we want for our future. He was knowledgeable and provided timely advice on how to make our money work best for us, suggesting excellent investment options for our financial circumstances. It felt like a weight off our minds to have George help us see the best way forward.
- Adviser status Platinum
- Number of reviews 34
- First year providing advice 2017
- Years of experience 6
- Master of Applied Finance (Financial Planning)
Panorama Wealth Pty LtdLevel 6, 490 Northbourne Avenue
Dickson, ACT 2602
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Synchron Advice Pty Ltd