About
George has over 30 years’ financial services experience including 24 years as a financial adviser.
George joined Fitzpatricks 2020 and is based in Melbourne.
His holistic, personalised approach to financial advice is focused on achieving two main objectives for his clients: capital preservation and keeping family wealth within the family. His clients are primarily business owners, corporate executives and affluent family groups.
George is a Certified Financial Planner (CFP) and member of the Financial Advice Association Australia (FAAA).
He holds a Bachelor of Business (Banking and Finance) and an Advanced Diploma of Financial Planning. He is also qualified to provide advice on self-managed superannuation and margin lending.
Qualifications & Memberships
- Financial Advice Association Australia (FAAA)
- Bachelor of Business (Banking and Finance) – Victoria University of Technology
- Diploma of Financial Planning (DFP 1-8) – Deakin University
- CFP Education Program – FPA
- Accredited Derivatives Adviser Level One & Two – Kaplan Professional
- Accredited Listed Product Adviser Program – Kaplan Professional
- Advanced Certificate in Accounting – Footscray College of Technical & Further Education Super
- Concepts & ICFS Specialist SMSF Online Course – Super Concepts / University of Adelaide