35 Reviews

George Collie

Panorama Wealth Pty Ltd

Platinum

7 Yrs Experience

Dickson, ACT 2602

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13+ 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

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Property Investment
Borrowing
Tax Strategies
Growing Assets

5.00 March 2024

I had my first meeting with George to discuss my current and future financial situation. George was so very helpful explaining all my options in a language that was easy to follow and understand. He offered sound advice which I will be acting on. George made me feel very comfortable discussing my financial needs. Should my family or friends be looking for financial advice I will have no hesitation in recommending George.

5.00 May 2023

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.

5.00 July 2022

George is very helpful to provide insightful investment advice. Appreciate his effort and time devoted. Personally, he is very friendly to talk to.

5.00 April 2022

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.

5.00 February 2022

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.