Andrew George profile photo

Andrew George

Creating Financial Certainty

Bronze
25 Yrs Experience
Wheelers Hill, VIC 3150

Andrew George CFP® has had over 20 years experience in the financial advice industry. Great advice, financial literacy, decision making and behavioural finance drive Andrew’s passion and his purpose to help financial professionals provide great advice and run fantastic, profitable businesses. He’s enthusiastic about helping advisers to navigate the significant waves of change that continue to affect the profession.

Andrew has spent the last 10 years increasing client engagement; training and challenging advisers to articulate the true value of advice in language and concepts that clients will understand and feel comfortable with. He firmly believes that allowing a client to feel comfortable will ultimately result in clients taking action that will increase their ultimate financial security.

Andrew has a love for public speaking and is notorious for his story telling ability to engage audiences. Behavioural Finance, unlocking value for clients, profitable pricing and engagement structures have been Andrew’s most popular topics.

Delivering value to clients, articulation of value, having prospects and clients take action and generating profitable fees are what Andrew believes are the cornerstone for a successful advice business.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

We offer a no-obligation 15-minute phone call to allow us to understand you and your financial situation further. This gives us an opportunity to assess how Creating Financial Certainty can effectively contribute to your circumstances. Additionally, we offer potential clients the opportunity to take a 5-minute questionnaire via our website, which we can use to provide generalised insights that are relevant to your specific situation.

During the initial conversation, we explicitly outline our fee structure.

At a glance

  • Adviser status Bronze
  • First year providing advice 1999
  • Years of experience 25
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Applied Finance
  • Language spoken
    • English

Creating Financial Certainty

Level 3, 2 Brandon Park Dr
Wheelers Hill, VIC 3150

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Advice Evolution

AFSL 342880