George Jouni
Financial Adviser
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About
George Jouni is an ASIC-registered financial adviser based in Sandringham, NSW, dedicated to helping clients achieve their financial goals with tailored advice and strategies. With a Diploma of Financial Planning (FNS50804) from MLC ThreeSixty (2010), an Advanced Diploma of Financial Planning from Kaplan Australia (2015), an Accredited Listed Product Adviser Program (ALPA) from Kaplan Education (2024), an Accredited Behavioural Finance Professional from Kaplan Professional Education (2025), a Chartered Retirement Planning Counsellor designation (2025) and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2025), George possesses a strong foundation of knowledge and experience. George is also a proud member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a comprehensive range of financial products, George specialises in superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities, ensuring clients receive well-rounded and informed recommendations. Key services offered include: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Whether you are planning for retirement, seeking to grow your wealth, or needing to protect your assets with insurance, George is committed to providing personalised and effective financial advice. Contact George today to schedule a consultation and take the first step towards a secure financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does George Jouni offer?
George Jouni specialises in superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does George Jouni have?
George Jouni holds a Diploma of Financial Planning, an Advanced Diploma of Financial Planning, an Accredited Listed Product Adviser Program (ALPA), an Accredited Behavioural Finance Professional, a Chartered Retirement Planning Counsellor designation and a Graduate Diploma of Financial Planning.
What can I expect during my first meeting with George Jouni?
During your initial consultation, George will take the time to understand your financial situation, goals, and risk tolerance. He will then develop a personalised financial plan tailored to your specific needs.
How does George Jouni stay updated with the latest financial regulations and market trends?
George is committed to ongoing professional development and regularly attends industry conferences, seminars, and training programs to stay informed about the latest changes in the financial landscape. His qualifications also require ongoing learning to maintain.
Is George Jouni a member of any professional associations?
Yes, George Jouni is a member of the Financial Advice Association of Australia (FAAA).
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