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Brad George

Fina Financial Pty Ltd

Silver
11 Yrs Experience
Sydney, NSW 2000

I possess a strong customer focus skill set and have had 30 years’ experience working within the aviation industry. Since commencing my financial planning career in 2011, I have built on an existing level of knowledge and management and now applying this to my financial advice business. Continual exceptional Service I provide to my valued clients is paramount.I'm proud to acknowledge that Fina Financial Pty Ltd has received numerous awards and in 2014/ 2015 I received the National and NSW award of Rising Star of the Year with Financial Wisdom.I'm a member of the Association of Financial Advisers and registered under the Tax Pratcitioners Board.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

I offer a free initial consultation for potential new clients

At a glance

  • Adviser status Silver
  • First year providing advice 2014
  • Years of experience 11
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Fina Financial Pty Ltd

Level 11, Suite 1103, 84 Pitt St
Sydney, NSW 2000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221