George is the founder and principal financial adviser at Panorama Wealth, a Canberra-based financial planning practice in Dickson, ACT. With over 15 years of industry experience and 25+ years of personal investing experience, George provides tailored financial advice to clients across Canberra, the ACT and Australia.
Certified Financial Planner (CFP®), Master of Applied Finance (Financial Planning), Bachelor of Business (Accounting and Finance).
George advises across investment advice and portfolio management, retirement planning, superannuation optimisation, defined benefit pensions (PSS, CSS, MSBS, Military Super), self-managed super funds (SMSFs), tax-effective wealth creation, redundancy planning, inheritance management, and wealth protection.
Panorama Wealth maintains fewer than 40 ongoing investment clients per adviser, compared to the industry average of over 100. This means George has time to answer the phone, spend meaningful time with you, and provide the same care as he did in year one. You always deal directly with George.
Panorama Wealth operates under Beryllium Advisers (AFSL 528250), which is not aligned with any platforms or investment products. Advice fees are transparent and disclosed upfront. George charges 0.60% pa on investment portfolios, and there is a high level of overlap between client portfolios and his own personal investments, aligning interests.
75+ five-star Google reviews and 30+ five-star Adviser Ratings reviews — one of the most highly reviewed financial planning practices in Canberra.
490 Northbourne Ave, Dickson ACT 2602. Call (02) 6189 5896 or email admin@panoramawealth.com.au.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 37
- First year providing advice 2017
- Years of experience 9
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Highest qualification
- Master of Applied Finance (Financial Planning)
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Language spoken
- English
Panorama Wealth Pty Ltd
Level 6, 490 Northbourne AvenueDickson, ACT 2602
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Beryllium Advisers Pty Ltd
AFSL 528250