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George Apostolou Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd

George is motivated in providing personalised financial advice and making positive impacts to his client’s lives and financial affairs. George has developed longstanding and prosperous relationships with his clients and has helped them to implement appropriate strategies to preserve their capital, grow their wealth and ensure their family wealth is maintained.

As an adviser, George offers both his insight and expertise to help clients gain perspective and clarify their true goals and requirements. He then sources best of breed options by utilising his extensive knowledge of the financial planning landscape. As well as assisting his clients to determine which options are best and what they will mean for their future, George partners with his clients and other professionals in their lives to make sure all advice is integrated and implemented.

George’s overall aim is to turn complexity into simplicity and make people’s financial affairs more streamlined. The result being more time now to enjoy the life they are building and the peace of mind that they are in a good position to enjoy their future too. Knowing people’s needs and circumstances are likely to change over time, George provides ongoing support so his clients can be confident that they will remain in control of their finances and be able to manage any changes that happen along the way.

George’s clients appreciate his guidance and advice as it provides them extra time to focus on the other important parts of life such as family, health, career and making the most of every opportunity.

In his personal time, George enjoys getting outdoors and spending time with family and friends. He loves entertaining and socialising as well as relaxing at the beach, both in and out of the water.

Qualifications/Memberships

  • Diploma of Financial Planning
  • Advanced Diploma of Financial Planning
  • Bachelor Science BSc (Macquarie University)
  • Member of the Financial Planning Association

Areas of expertise

Asset Protection and Business Structures

Business Succession

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Investment and Portfolio Construction

Divorce and Financial Settlements

Strategic Financial Advice

Experience

  • 16 years’ experience

Testimonials

George has been my financial adviser since 2015. I have a financial services background and have met many advisers, but George is the only one I trust; he always has my interests front and centre. My circumstances have evolved considerably over the years and George has always been able to ensure the best outcomes for me at each stage. This latest stage has been the most crucial and George has been able to achieve far greater results than I could have anticipated. I have always been impressed by the breadth of George’s knowledge and how he keeps across the ever evolving landscape – but George is not just technically brilliant, he has become a friend because he takes the time to really listen and understand. I highly recommend George – and do so to my family and friends.

Vanessa, Senior Business Banker

 

George Apostolou has been my financial advisor for a decade. In that time, I have been George’s client as he has moved from the financial planning arm of one of the major banks, through to a large financial services organization.

I was impressed at our first meeting by the importance he placed upon understanding and managing risk versus reward in any financial decision, as to my mind this is the fundamental aspect of any investment strategy.

George’s performance as my financial advisor since that time has confirmed that he is diligent and thoughtful in his approach to my portfolio, prepared to put the client’s interest first if that was the best option in that situation. He has demonstrated poise in situations of market turmoil, remaining focused and considered.

He is able to provide pragmatic and distilled advice based upon the large amount of information he keeps abreast of, and is equally happy to provide detailed research on a given area if required.

I can give no better recommendation to George than my unhesitating decision to follow him as had moved between his different places of practice.

Keith, Medical Specialist

Contact details

George Apostolou

0435 541 108

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Level 9/10 Spring St, Sydney NSW 2000

0435 541 108

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