George Sabini Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
George specialises in providing personalised financial planning advice on a holistic basis to ensure two important objectives are met for his clients, capital preservation and family wealth is maintained within the family.
As an experienced private wealth advisor, he focuses his expertise on advising and servicing CEO’s, CFO’s, business owners and affluent family groups. With over 26 years’ industry experience coupled with working at JBWere and ANZ Private Bank, George’s wealth of knowledge and experience in providing financial advice enables him to offer his clients a unique and unmatched approach.
Motivated by the challenges the industry brings, George is passionate about making a difference to his client’s life and financial affairs, in developing longstanding and prosperous relationships. He takes considerable time to understand each client’s situation, including what motivates them, what is important to them, what are their concerns and what they wish to achieve.
George is a Certified Financial Planner and holds a Bachelor of Business, a Diploma of Financial Planning and an Advanced Diploma of Financial Planning. He is also Self-Managed Superannuation Funds accredited, Margin lending and an ASX accredited derivatives adviser.
Qualifications/Memberships
Professional Qualifications
- Certified Financial Planner (CFP)
- Advanced Diploma of Financial Planning
- Diploma of Financial Planning
- Bachelor of Business in Banking & Finance
Membership and Associations
- Financial Planners Association (FPA)
Areas of expertise
Investment and Portfolio Construction
Retirement Planning and Pensions
Estate Planning
Asset Protection and Business Structures
Business Succession
Insurance advice for individuals and business owners
Self Managed Superannuation Funds (SMSF)
Personal Injury and Medical Negligence Claims
Superannuation
Tax Effective Wealth Strategies
Wealth Creation
Small to Medium Enterprises (SME)
Debt Management
Divorce and Financial Settlements
Strategic Financial Advice
Key Person Insurance Strategies
Experience
26 years’ industry experience.
Testimonials
“George and the team have been looking after my superannuation since 2012. As I near retirement, I’ve been very satisfied with the quality of advice and care I’ve received from all – I’ve found them to be very approachable and available whenever I need to discuss things.”
– Gillian
“Three years ago my wife and I made the decision to change our superannuation manager and financial adviser to George Sabini and his team. This decision was based upon their excellent personal and high quality financial advice which was provided to my parents over the past 10 years.”
– David & Sue
“George and his team regularly keep in touch and quickly respond to all of my requests and queries. I have never been disappointed with the recommendations and service provided.”
– David
George Sabini
0414 357 589
Request a meetingFitzpatricks Private Wealth Family Office Melbourne
Level 14, 333 Collins St, Melbourne, VIC 300003 8639 5876
0414 357 589
