George Collie

Panorama Wealth Pty Ltd

Platinum
5 Yrs Experience
Dickson, ACT 2602
* 10+ years industry experience * Certified Financial Planner, Masters of Applied Finance (Financial Planning), Bachelor or Business (Accounting/Finance) * Passionate about helping clients meet their financial and lifestyle goals

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 30
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Master of Applied Finance (Financial Planning)
  • Language spoken
    • English

Panorama Wealth Pty Ltd

Level 6, 490 Northbourne Avenue
Dickson, ACT 2602

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

5.00
30 Reviews
5
4
3
2
1
5.00
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 30

Sort by

5.00

"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."

  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Georges' friendly demeanour and relaxed attitude made me feel very comfortable. I was seeking advice regarding retirement, superannuation and pension options. George was able to explain this to me in a manner I was able to understand and I appreciate his frank and knowledgable advice"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"After my appointment with George I felt reassured and confident about my financial decisions and future investments. George was generous with his time, very easy to understand and he answered all my questions. I would happily recommend George to those looking for financial advice."

  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"George was informative and generous with his knowledge happy to do as much or as little without any pressuring. I couldn’t recommend him highly enough."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"George provided me with sound advice in several different areas including, but not limited to; superannuation, socially ethical investing, and property. George's approach to the consultation allowed him to form a thorough understanding of my financial position, as well as what values I held in regards to investing. Using his existing knowledge and experience, George was able to provide me with clear, concise advice that was tailored to my needs. I received George's full care and attention at all times during our consultation, and as such I have scheduled a follow up consultation to discuss income protection and insurances."

  • Superannuation
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"George was absolutely fabulous to work with. He made the process of taking out income protection, trauma, life and TPD insurance for myself and my partner so easy and we felt informed and empowered throughout the entire process. George helped us understand our finances in a clearer manner post his advice and we will continue to consult with George as our finances change as life changes with us. George helped us identify our core financial goals at the present and made the process of setting up a plan simple. I would highly recommend George's financial expertise to anyone and everyone!"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Today George gave me advice on setting up a new bank and superannuation account that offers more return then the ones I am currently with. He also gave me financial advice regarding property investment and savings. George was extremely knowledgeable and I loved that he was never trying to sell me something or twist my arm to go a certain way, instead George educated me so that I was able to make my own informed financial decisions. Truly grateful and would highly recommend George to my friends and family."

  • Superannuation
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"George has given me advice and strategies for saving money and how to best use it in future. George explained things very clearly and I found it easy to understand. I feel very confident that George has given me the right advice for my needs. George had great knowledge and experience and I always recieved his full care and attention."

  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"George has been incredibly helpful to me by helping set up investments, life insurance, income protection, and also providing advice on superannuation (all of which I'm really pleased with). His advice is very straightforward, and I always feel that George provides me with the best options possible, letting me confidently choose what works best for me. George is a fantastic financial adviser, and I count myself lucky to be one of his clients."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"George has been extremely helpful with setting up a new Superannuation Fund and managing the investments therein. I would have no hesitation in recommending him to anyone looking for relevant, up to date financial advice."

  • Superannuation
  • Self Managed SuperFunds
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 30

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2014

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2014

Master of Applied Finance (Financial Planning)

Level
9 - Masters Degree
Institution
Charles Sturt University (CSU)
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand George's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was George able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that George's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend George to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with George?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where George provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of George may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with George Collie
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens