George Hlawaty

Vista Financial Group Pty Ltd

Silver
31 Yrs Experience
Sandringham, VIC 3191

Recent reviews

Vista Financial Group Pty Ltd

Suite 1, 60 Bay Road
Sandringham, VIC 3191

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 2
  • First year providing advice 1991
  • Years of experience 31
  • Highest qualification
    • SMSF Special Advisor
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Licensed by

Affinia Financial Advisers Ltd

AFSL 237857

4.85
2 Reviews
5
4
3
2
1
4.70
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"George is very easy to work with and happy to answer any questions with full disclosure. He is proactive in ensuring our investements are handled in line with our instructions. Also, a friendly guy with a positive attitidude."

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

"George always gives me time - never in as hurry to give me the latest update/situation and move on. I find financial management mostly difficult to understand but I believe George has my best interests at heart"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

Qualifications & Training

SMSF Special Advisor

Level
6 - Advanced Diploma, Associate Degree
Institution
SMSF Association (SMSFA)
Completed
2012

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2012

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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